Jason
Martinez
Monroe Vos Consulting, Inc
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About this Advisor
Jason Martinez is a financial advisor based out of Houston, Texas with 20 years of relevant experience. Martinez works at Monroe Vos Consulting, Inc. During their career, the advisor has held roles at Capfinancial Partners LLC (Captrust), Monroe Vos Consulting, Inc, Insperity, Inc (Formerly Administaff) and Mv Securities Group, Inc. Martinez has Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Alabama, Arkansas, Louisiana, Oklahoma and Texas. Monroe Vos Consulting, Inc is an advisory company based in Houston, TX. The company has a total of 17 employees. It handles $6 billion in assets under management across its 578 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 22 charitable organizations. Of its 578 customer accounts, 39% belong to high-net-worth clients who have greater than $1 million in assets. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fee types billed by Monroe Vos Consulting, Inc likely are comprised of some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Monroe Vos Consulting, Inc Brokerage Details
$5,865,321,039
17
578
$10,147,614
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Martinez Work History
Jason has been registered as a financial advisor for 20 years.*
Capfinancial Partners LLC (Captrust)
Monroe Vos Consulting, Inc
Mv Securities Group, Inc
Insperity, Inc (Formerly Administaff)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Martinez 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 Monroe Vos Consulting, Inc
Houston, TX
Houston, TX
Houston, TX
Birmingham, AL
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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