Jacquelyn L. Martinez

Jacquelyn Martinez began her career in banking in 2007 and transitioned into wealth management in 2018, bringing nearly two decades of experience across the financial services industry. Prior to joining Wells Fargo Advisors, she served as VP, Financial Consultant at Charles Schwab, where she worked with clients on a range of financial matters and supported the development of structured, long-term strategies aligned with personal and professional objectives.

Today, she’s working with executives, business owners, medical and legal professionals, and high-profile individuals with complex planning needs and a focus on confidentiality and long-term objectives. She’s known for her disciplined, goal focused approach and for building long-term client relationships grounded in trust, discretion, and collaboration. She believes effective wealth management extends beyond investment performance and focuses on creating structure, managing risk, and supporting the life clients have worked to build.

Her advisory philosophy is centered on three principles: clarity, balance, and preservation. She collaborates with clients to help define priorities, make informed decisions, and implement strategies designed to support wealth management goals across market environments and life transitions.

She holds a Bachelor of Science in Business with a concentration in Financial Planning from the University of Phoenix and maintains the FINRA Series 7, 66, and SIE registrations. As a former USA Boxing athlete, she developed discipline, strategic focus, and pattern recognition, which she applies in her advisory practice today.

Connect with Jacquelyn to begin building a path aligned with your goals.