Jeremy
Martinson
Bamboo Wealth Strategies
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About this Advisor
Jeremy Martinson is a financial advisor based in San Diego, California, working with Bamboo Wealth Strategies. Jeremy has previously held positions at Spectrum Consulting Group Inc, Purshe Kaplan Sterling Investments, Sovran Advisors, LLC, Summacor Inc, Spectrum Planning & Advisory, and Geneva Healthcare. Jeremy has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Jeremy is part of Bamboo Wealth Strategies, which operates out of San Diego, California. The firm has 2 offices and 8 employees. The firm manages assets totaling $151.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Bamboo Wealth Strategies includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bamboo Wealth Strategies Brokerage Details
$151,901,509
8
705
$215,463
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jeremy Martinson Work History
Sovran Advisors, LLC
Summacor Inc
Spectrum Planning & Advisory
Spectrum Consulting Group Inc
Purshe Kaplan Sterling Investments
Geneva Healthcare
Disclosures
Please visit the SEC profile of Jeremy Martinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bamboo Wealth Strategies
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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