JACQUELYN MARTINEZ

Financial Advisor

Address: One Penn Plaza, 27TH FLOOR , New York , NY 10119-0000
Call: 212-759-1297  |  800-223-0610    Fax: 212-947-0299
Email: Jacquelyn.Martinez@wellsfargoadvisors.com Compose mail in a new window

My Background

Jacquelyn began her career in banking in 2007 before transitioning into wealth management in 2018. Prior to joining Wells Fargo Advisors, she served as a VP, Financial Consultant at Charles Schwab, where she helped clients address complex financial concerns and build structure for their long-term goals. Today, as a Financial Advisor, she works closely with executives, medical professionals, business owners, and clients with unique planning needs, helping them navigate their financial landscape with clarity and confidence.<br/><br/>Her approach is goal-focused and relationship-driven, centered on long-term collaboration, trust, and a deep understanding of each client's priorities. Jacquelyn believes investing is not only about growing wealth but creating the life clients have worked so hard to achieve. Her philosophy is built on three principles: clarity, balance, and protection.<br/><br/>To her, wealth management is about more than money, it's about defining your goals, making thoughtful decisions, and building protection for what matters so you and your loved ones can move forward with confidence.<br/><br/>She earned a Bachelor of Science in Business with a concentration in Financial Planning from the University of Phoenix and holds the FINRA Series 7, 66, and SIE registrations. <br/><br/>As a former USA Boxing amateur athlete, Jacquelyn learned the power of discipline, pattern recognition, and strategic focus. Skills she now brings to guiding clients with intention and precision.<br/><br/>Connect with Jacquelyn today to start building a path toward your future.

My Experience

  • 2022 - 2025 : Charles Schwab: VP, Financial Consultant
  • 2018 - 2024 : TD Ameritrade: Sr. Financial Consultant
  • 2015 - 2018 : TD Bank: Financial Services Representative
  • 2015 - 2015 : Citibank: Personal Banker

My Education & Credentials

  • Bachelor of Science in Business - University of Phoenix
Securities Registered in the following states: AZ, CA, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, NC, NJ, NV, NY, OH, PA, RI, TN, TX, UT, VA, VT, WY
JACQUELYN MARTINEZ: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York : New York Branch