Adonis Martinez (CRD# 6903660) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Greenvale, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Jpmorgan Chase Bank, Na | Greenvale, NY | Feb 2023 - Current | 1 |
Jpmorgan Securities LLC | Greenvale, NY | Feb 2023 - Current | 1 |
Bank Of America Private Bank | Melville, NY | Jun 2022 - Jan 2023 | < 1 |
Brown Brother Harriman Private Bank | New York, NY | May 2021 - Jun 2022 | 1 |
Hofstra University | Hempstead, NY | Aug 2020 - May 2022 | 1 |
Bank Of America | Hicksville, NY | Aug 2020 - Mar 2021 | < 1 |
Lg Fairmont | New York, NY | Jan 2019 - Aug 2020 | 1 |
Unemployed | Levittown, NY | May 2018 - Dec 2018 | < 1 |
Meadowbrook Financial Mortgage Bankers | Westbury, NY | Jul 2017 - Apr 2018 | < 1 |
The Penn Mutual Life Insurance Company | Hempstead, NY | Sep 2017 - Nov 2017 | < 1 |
Unemployed | Levittown, NY | Feb 2013 - Jun 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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