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Jeff Martinez

Personal Finance, Retirement, Investing
“Jeff Martinez, Founder of Treveri Capital, believes wealth management is created beyond a vacuum and that wealth is the result of vision, the vision to see the future and create it.”

Treveri Capital LLC

Job Title:

Founder, Financial Advisor


With almost 20 years in the financial industry, Jeff Martinez's roots are from the Los Angeles Pacific Stock Exchange (PCX) as an electronic floor broker executing billions of shares a day.  An unknown fact, he did so many executions the LA PCX one day shut down early because he brought in too much order flow.  Jeff's specialties include micro-market structure, equities, options, private equity, executive liquidity, crypto ledgers,  asset management, hedging, fintech, and portfolio risk optimization. 

Jeff got his start in finance at a broker dealer called Order Execution Services (OES) a division of Herzog, Heine, Geduld on the Los Angeles Pacific Stock Exchange. OES specialized in US equity executions for BD’s, dark pools, and various types of professional traders. Herzog, Heine, Geduld was one of the largest market makers in the world for over the counter stocks. He led the development of a division catering to off exchange listed executions and later going global. OES then did several BD buyouts and then got acquired by Merrill Lynch. Moving from the institutional market place to the retail side, Jeff worked at AXA Advisors and TD Ameritrade as an investment advisor.  Having a background from the exchanges, building out customized portfolios, and managing risk was a natural fit for Jeff. Jeff continues to use his market structure knowledge to help clients optimize their portfolios.

Being a Los Angeles native, he has a degree from California State University Long Beach in Business Administration with a concentration in Finance.  He holds a Series 7, 63, and 66.

Seeing a need for highly skilled and experienced financial advisors, he started Treveri Capital.


BA, Finance, California State University- Long Beach

CRD Number:



Information contained herein is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell securities, or personalized investment, tax or legal advice. The information has been obtained from sources believed to be reliable; however no guarantee is made or implied with respect to its accuracy, timeliness, or completeness. Authors may own the stocks they discuss. The information and content are subject to change without notice. TreveriCapital LLC is a California registered investment advisor.

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Should I diversify between different financial institutions?
50% of people found this answer helpful

It's always good to have accounts at different institutions primarily for risk, service, and product offerings.

  1. Risk-  SIPC coverage is limited to $500,000 per customer, including up to $250,000 for cash. Rights under SIPC protection. Some broker/dealers also have excess coverage from 3rd parties. Here is an example from Interactive Brokers Protection and excess coverage.
  2. Service- Although consolidation is good, it's always good to have multiple accounts in case you get bad service from one provider.  
  3. Products- The product offerings may vary at each institution which will have a factor on what type of portfolios are built out and/or products pushed.
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