Jonathan Martinez

SVP, Retirement Plan Consultant at Pensionmark Financial Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Laguna Niguel, California, United States, US
Skills

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accredited Investment Fiduciary (AIF®)
    Fi360, a Broadridge company
  • Certified Plan Fiduciary Advisor (CPFA)
    National Association of Plan Advisors
  • Qualified 401(k) Administrator (QKA®)
    American Society of Pension Professionals and Actuaries
  • Series 65
    Financial Industry Regulatory Authority (FINRA)

Experience

  • Pensionmark, A World Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • SVP, Retirement Plan Consultant
      • Dec 2018 - Present

  • WealthWise Financial Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retirement Plan Operations Manager
      • Feb 2018 - Oct 2018

  • BPM LLP
    • United States
    • Accounting
    • 700 & Above Employee
    • Retirement Plan Consultant
      • Jul 2016 - Feb 2018

Education

  • Cal State Fullerton, College of Business and Economics
    Bachelor of Arts (B.A.), Financial Planning and Services

Community

You need to have a working account to view this content. Click here to join now