Jeremy Martinson has been Chief Financial Officer of Spectrum Planning & Advisory Services since December 2013, is a control person of the firm and directly owns between 25% and 50% of it.
Spectrum Planning & Advisory Services Inc. is a San Diego, CA firm with $236M under management, 229 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Jeremy Martinson is Financial Advisor and Partner of Bamboo Wealth Strategies, based in San Diego, CA. He has over 20 years of experience in financial strategy and operations for startups and small businesses. He has served as CFO or COO for multiple companies and as Treasurer of the Financial Planning Association of San Diego for five years.
Jeremy Martinson’s longest registration is the current one, 12 years at Spectrum Planning & Advisory Services since 2014. Before joining Spectrum Planning & Advisory Services in 2014, Jeremy Martinson was registered through New England Securities Corporation and Metlife Securities Inc.
- Sovran Advisors, LLCAlso current– present · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 329415
- Bamboo Wealth StrategiesCurrent– present · 12 yearsSan Diego, CA · Adviser representative · Firm CRD 170093
- New England Securities Corporation– · under a yearWoodland Hills, CA · Adviser representative · Firm CRD 615
- Metlife Securities Inc.– · 11 yearsLos Angeles, CA · Adviser representative · Firm CRD 14251
Professional designations
Listed by Spectrum Planning & Advisory Services
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Jeremy Martinson is registered as an investment adviser representative in California, since February 2014.
- CaliforniaSince 4 February 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 17 August 2005 |
| Series 66 | Uniform Combined State Law Examination | 8 November 2002 |
| Series 7 | General Securities Representative Examination | 11 October 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeremy Scot Martinson
- CRD
- 4587392
- Firm
- Spectrum Planning & Advisory Services · CRD 170093
- Role
- Chief Financial Officer
- Office
- 3131 CAMINO DEL RIO NORTH, SUITE 750, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- December 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bamboowealthstrategies.com
Where does Jeremy Martinson work?
Jeremy Martinson has been Chief Financial Officer of Spectrum Planning & Advisory Services Inc. since December 2013, and is a control person of the firm.
Is Jeremy Martinson a financial advisor?
Yes. Jeremy Martinson has a current investment-adviser registration in California, through Spectrum Planning & Advisory Services since February 2014.
How many years of experience does Jeremy Martinson have?
Jeremy Martinson has 23 years in the financial industry, since December 2002, across 4 adviser firms.
What exams has Jeremy Martinson passed?
Jeremy Martinson has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2002. FINRA credited Jeremy Martinson with the SIE, which began in October 2018.
Where did Jeremy Martinson work before Spectrum Planning & Advisory Services?
Before Spectrum Planning & Advisory Services, Jeremy Martinson was registered through New England Securities Corporation, June 2013 to December 2013; Metlife Securities Inc., November 2002 to December 2013.
Where is Jeremy Martinson based?
Jeremy Martinson’s registered office is in San Diego, CA.
Is Jeremy Martinson registered with FINRA?
No. Jeremy Martinson has no current broker registration.
Is Jeremy Martinson a CFP?
Spectrum Planning & Advisory Services lists Jeremy Martinson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Jeremy Martinson biography, bamboowealthstrategies.com
How can I verify Jeremy Martinson’s record?
Search CRD 4587392 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeremy Martinson’s full registration record.