Dallas, TX Office

Jason Bottenfield is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously held positions at Raymond James Financial Services and Morgan Stanley. Outside of his advisory work, he owns a business related to sports education offering professional pitching lessons and is involved in a nationally televised race car team he co-owns with his wife. Steward Partners Investment Advisory, LLC is an enterprise-scale RIA managing approximately $36.7 billion in assets, serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and portfolio management solutions, emphasizing personalized investment strategies and third-party money manager selection.

Roberto Martinez is a financial advisor with Steward Partners Investment Advisory, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Martinez has worked with multiple Steward Partners entities since 2021 and has prior experience at Raymond James Financial Services, Prospera Financial Services, Cobra Trading, and Lincoln Financial Advisors. He serves on the advisory board of Reparto Familiar S.A. de C.V., a family-owned real estate business in Honduras. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering comprehensive investment advisory, financial planning, and managed account programs.