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Jason M
Series 66
San Antonio, TX
Cetera
Jason Martinez is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has worked with Cetera since 2019, following a seven-year tenure at LPL Financial. Outside of his advisory role, he owns Texas Legacy Planners PLLC, an insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.
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