Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

Jarrod C. Martinez

Now at Ascentis Independent Advisors · Capital Waypoint · Fresno, CA · Monterey, CA

Registered as JARROD CHRISTOPHER MARTINEZ

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
Capital Waypoint	Raymond James Financial Services	Ascentis Independent Advisors	Lateral	October 8, 2026	$256M

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
ASCENTIS INDEPENDENT ADVISORS, LLC	Investment adviser	October 6, 2026	Current
PEAK BROKERAGE SERVICES, LLC	Broker-dealer	October 6, 2026	Current
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Investment adviser	May 11, 2017	October 6, 2026
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	May 5, 2017	October 6, 2026
WELLS FARGO CLEARING SERVICES, LLC	Investment adviser	May 20, 2010	May 9, 2017
WELLS FARGO CLEARING SERVICES, LLC	Broker-dealer	May 19, 2010	May 9, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Investment adviser	October 23, 2009	May 25, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Broker-dealer	October 23, 2009	May 25, 2010
BANC OF AMERICA INVESTMENT SERVICES, INC.	Investment adviser	April 28, 2004	October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.	Broker-dealer	April 28, 2004	October 23, 2009
WELLS FARGO INVESTMENTS, LLC	Investment adviser	May 15, 2001	May 7, 2004
WELLS FARGO INVESTMENTS, LLC	Broker-dealer	May 2, 2001	May 7, 2004
WELLS FARGO SECURITIES INC.	Broker-dealer	June 27, 1995	May 2, 2001
WELLS FARGO SECURITIES INC.	Broker-dealer	September 2, 1994	April 13, 1995

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.