1 week ago
SECURE 2.0 Opportunities for Plan Sponsors
While some SECURE 2.0 Act provisions are required for all...
- With CAPTRUST Since 2023
- 713.227.0100
-
1001 McKinney Street #1730
Houston, TX 77002
Jason Martinez, CIMA®
Senior Vice President,
Financial Advisor
- Houston, Texas
- Siddhartha by Hermann Hesse
- Aldous Huxley, Yuval Noah Harari, and Michael Pollan
- Compassion, intelligence, and effort
Financial Advisors
Jason Martinez is an institutional retirement plan advisor based in Houston, TX.
Jason joined CAPTRUST in 2023 from Monroe Vos Consulting. He serves as a financial advisor, and he primarily consults endowments and foundations, as well as plan sponsors, on their defined contribution plans.
Jason holds a Bachelor of Business Administration degree from the University of Notre Dame. He is a member of the National Association of Plan Advisors and enjoys playing golf, cooking, and listening to live music outside of work.
Education
- Bachelor of Business Administration degree from the University of Notre Dame
Industry Designations
- Certified Investment Management Analyst® (CIMA®)
Industry Involvement
- Member, National Association of Plan Advisors
News & Resources
Retirement Plans
Announcements
2 weeks ago
Houston’s Monroe Vos Joins CAPTRUST
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
Endowments & Foundations
3 weeks ago
Evolving Strategies of Higher Education Endowments
Higher education institutions have long relied on endowments to fund...
Retirement Plans
1 month ago
Cybersecurity: Retirement Plan Sponsors Can Protect Themselves
The digital world has opened many doors—including some to theft...
