Vanessa Martinez has been Managing Partner of Expressive Wealth since March 2024, is a control person of the firm and directly owns between 50% and 75% of it. Vanessa Martinez holds an MBA in finance from North Park University.
Expressive Wealth LLC is a Chicago, IL firm with $165M under management, 165 clients and 9 advisers across 5 offices, as of its September 2026 filing.
Vanessa Martinez is CEO and Managing Partner of Expressive Wealth. She has 15+ years of wealth management experience, and her background includes time at JPMorgan Chase. In 2020 she co-authored the book Family Value at Risk, Inclusive Communication to Pass on Your Family's Wealth and Legacy.
Vanessa Martinez’s longest registration was 3 years at Hightower Advisors, LLC (2019–2022). Before joining Expressive Wealth in 2024, Vanessa Martinez was registered through Hightower Advisors, LLC.
- Expressive Wealth LLCCurrent– present · 2 yearsChicago, IL · Adviser representative · Firm CRD 329974
- Hightower Advisors, LLC– · 3 yearsDeerfield, IL · Adviser representative · Firm CRD 145323
Investment adviser representative registrations
Vanessa Martinez is registered as an investment adviser representative in Illinois, since March 2024.
- IllinoisSince 1 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 27 June 2017 |
| Series 7 | General Securities Representative Examination | 12 March 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 March 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Vanessa N Martinez
- CRD
- 5494262
- Firm
- Expressive Wealth · CRD 329974
- Role
- Managing Partner
- Office
- 6601 N. AVONDALE AVE, SUITE 200, Chicago, IL 60631
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- expressivewealth.com
Where does Vanessa Martinez work?
Vanessa Martinez has been Managing Partner of Expressive Wealth LLC since March 2024, and is a control person of the firm.
Is Vanessa Martinez a financial advisor?
Yes. Vanessa Martinez has a current investment-adviser registration in Illinois, through Expressive Wealth since March 2024.
How many years of experience does Vanessa Martinez have?
Vanessa Martinez has 16 years in the financial industry, since March 2010, across 2 adviser firms.
What exams has Vanessa Martinez passed?
Vanessa Martinez has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in March 2008. FINRA credited Vanessa Martinez with the SIE, which began in October 2018.
Where did Vanessa Martinez work before Expressive Wealth?
Before Expressive Wealth, Vanessa Martinez was registered through Hightower Advisors, LLC, February 2019 to March 2022.
Where is Vanessa Martinez based?
Vanessa Martinez’s registered office is in Chicago, IL.
Is Vanessa Martinez registered with FINRA?
No. Vanessa Martinez has no current broker registration.
How can I verify Vanessa Martinez’s record?
Search CRD 5494262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vanessa Martinez’s full registration record.
