Unclaimed Profile

Joseph Martinez

ENTRUST FINANCIAL LLC·WAYNE, Pennsylvania

SIE, Series 7, Series 31, Series 66CFPClean record15 years registeredENTRUST FINANCIAL LLC

487 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 5541551Firm CRD# 174694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Martinez · WAYNE, PA

Registration

CRD #5541551 · ENTRUST FINANCIAL LLC · 15 years registered

Brand Profile

Not yet started

Career History

ENTRUST FINANCIAL LLC

Jan 2021 – present

JANNEY MONTGOMERY SCOTT LLC

Jan 2011 – May 2019

BLUE BELL, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · January 12, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUST FINANCIAL LLC

CRD 174694 · SEC 801-110230

AUM

$266M

Regulatory assets under management

Employees

806 client accounts

Services offered by ENTRUST FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTRUST FINANCIAL LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Martinez offer?

Joseph Martinez specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WAYNE, Pennsylvania for a consultation.

What are Joseph Martinez's credentials?

Joseph Martinez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Martinez located?

Joseph Martinez is based in WAYNE, Pennsylvania, working with ENTRUST FINANCIAL LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.

How does Joseph Martinez charge for services?

Joseph Martinez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST FINANCIAL LLC?

ENTRUST FINANCIAL LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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