Jorge Martinez has been an investment adviser representative at Carolina Wealth Management since December 2024, and is not listed among the firm’s executive officers or direct owners.
Carolina Wealth Management, Inc. is a Greenville, NC firm with $798M under management, 646 clients and 8 advisers across 2 offices, as of its April 2026 filing.
- – present · 1 yearGreenville, NC · Adviser representative · Firm CRD 131393
Investment adviser representative registrations
Jorge Martinez is registered as an investment adviser representative in North Carolina, since December 2024.
- North CarolinaSince 3 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jorge Luis Martinez
- CRD
- 8016620
- Firm
- Carolina Wealth Management · CRD 131393
- Office
- 1706-A EAST ARLINGTON BLVD., Greenville, NC 27858
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jorge Martinez work?
Jorge Martinez is an investment adviser representative registered through Carolina Wealth Management, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jorge Martinez a financial advisor?
Yes. Jorge Martinez has a current investment-adviser registration in North Carolina, through Carolina Wealth Management since December 2024.
How many years of experience does Jorge Martinez have?
Jorge Martinez has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Jorge Martinez passed?
Jorge Martinez passed the Series 65 in December 2023.
Where is Jorge Martinez based?
Jorge Martinez’s registered office is in Greenville, NC.
Is Jorge Martinez registered with FINRA?
No. Jorge Martinez has no current broker registration.
How can I verify Jorge Martinez’s record?
Search CRD 8016620 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jorge Martinez’s full registration record.
