Julio Martinez
Investment Adviser Representative at J.p. Morgan Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julio Martinez is an investment adviser representative with J.p. Morgan Securities LLC in San Antonio, TX, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 35
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.p. Morgan Securities LLCApr 2026 – no end date reportedSan Antonio, TX
- Jpmorgan Chase BANK, N.A.Apr 2026 – no end date reportedSan Antonio, TX
- UnemployedNov 2025 – Apr 2026San Antonio, TX
- Bank of AmericaMay 2025 – Nov 2025San Antonio, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 – Nov 2025San antonio, TX
- Jpmorgan Chase BANK, N.A.Aug 2023 – May 2025Jersey City, NJ
- Hispanic AssociationApr 2023 – Aug 2023Washington, DC
- UnemployedAug 2022 – Apr 2023San Antonio, TX
- Beam Suntory IncJun 2022 – Aug 2022Chicago, IL
- UnemployedDec 2021 – Jun 2022San Antonio, TX
- Boudro's Texas BistroOct 2021 – Dec 2021San Antonio, TX
- University of the Incarnate WordJan 2020 – Oct 2021San Antonio, TX
- Hispanic Association of Colleges and UniversitiesJun 2021 – Aug 2021Suitland, MD
- Hispanic Association of Colleges and UniversitiesSep 2020 – Dec 2020Washington, DC
- UnemployedJul 2019 – Jan 2020San Antonio, TX
- 3rd Generation ServicesJun 2019 – Jun 2019San Antonio, TX
- UnemployedAug 2018 – May 2019San Antonio, TX
- AccentureJun 2018 – Aug 2018San Antonio, TX
- UnemployedDec 2017 – Jun 2018San Antonio, TX
- Ambercrombie & Fitch CoAug 2017 – Dec 2017San Antonio, TX
- UnemployedApr 2016 – Jul 2017San Antonio, TX
Official records & sources
Data as of June 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About J.p. Morgan Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13,759
- Offices listed on AdvisorFinder:
- 25
- Main office:
- New York, NY
- SEC file number:
- 801-3702
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at J.p. Morgan Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julio Martinez has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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