Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
12yrs
Roberto Martinez
Financial advisor at J.P. Morgan Securities
Based in Houston, Texas, Roberto Martinez is a fiduciary financial advisor with 12 years of industry experience. Roberto joined J.P. Morgan Securities in 2021, after seven years at Alterna Wealth Management. Roberto holds the CFA designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 59% of advisors at J.P. Morgan Securities
Office600 Travis St Floor 60, Houston, TX 77002
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowJ.P. Morgan Securities LLCCurrent firm
- 2014 – 2021Alterna Wealth Management, Inc.Previously
Contact Roberto
Local office(713) 216-3773Ask for Roberto. (800) 999-2000Main office · New York, NY 600 Travis St Floor 60Houston, TX 77002Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Roberto
Tailored to Roberto’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Roberto
How do I contact Roberto?
Call Roberto’s local office at (713) 216-3773 or the J.P. Morgan Securities main office at (800) 999-2000, and ask for Roberto Martinez.
How long has Roberto been a financial advisor?
Roberto has been in the industry since 2014, about 12 years. More experience than 59% of advisors at J.P. Morgan Securities.
What licenses does Roberto hold?
Series 66. Tap any license on this page to see what it allows.
Is Roberto a fiduciary?
Roberto is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Roberto paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Roberto for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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