Jeremy Martinson

from Bamboo Wealth Strategies
SEC regulated
Regulated Investment Advisor
Jeremy Martinson is a financial advisor based in California, San Diego, with 22 years of experience. Jeremy currently works for Bamboo Wealth Strategies. Jeremy maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeremy Martinson works at Bamboo Wealth Strategies
Bamboo Wealth Strategies is a financial advisory firm based in San Diego, California. It currently has approximately $122,270,950 of assets under management and employs about 5 people. Bamboo Wealth Strategies uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
11 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3131 Camino Del Rio North, Suite 1000, San Diego, California, 92108

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