Ricardo Martinez, financial advisor Wheaton IL
90 score

Ricardo Martinez

CRD Number: 5911624
Current Firm: J.p. Morgan Securities LLC

Ricardo Martinez (CRD# 5911624) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Wheaton, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
J.p. Morgan Securities LLC Chicago, IL Oct 2012 - Current 4
Jp Morgan Chase Bank Na Chicago, IL Jul 2010 - Current 6
Usmc Greak Lakes, IL Jan 2006 - Current 10
Chase Investment Services Corp. Chicago, IL Apr 2011 - Oct 2012 1
Us Securites Chicago, IL Aug 2009 - Jun 2010 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Ricardo Martinez
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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