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JM
JM

Juan Carlos Martinez

Crescent Advisor Group, INC.
27 Years of Experience
6 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Crescent Advisor Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
230 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$283.0M

Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2001
Settled
Customer Dispute
January 2001
Settled
Regulatory
November 1996
Final
Customer Dispute
November 1996
Settled
Customer Dispute
July 1995
Settled
Employment Separation After Allegations
July 1995
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Juan is a professor at Dallas College since 2007, dedicating a significant amount of time to teaching. He also serves as an officer for The 3525 Condominium, a non-profit organization, and works as a Registered Representative with Crescent Securities Group.

Employment History
Current Registrations
Crescent Advisor Group, INC.
September 2022 - Present · 3 yrs 5 mos
Crescent Securities Group, INC.Broker
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
Crescent Advisor Group, INC.
July 2006 - December 2008 · 2 yrs 5 mos
Crescent Securities Group, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
Flexvest Securities Group, INC.Broker
February 1999 - June 2001 · 2 yrs 4 mos
Dillon - Gage Securities, INC.Broker
September 1997 - December 1998 · 1 yr 3 mos
Flexvest Securities Group, INC.Broker
July 1996 - September 1997 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - July 1995 · 4 yrs 1 mo
Reed Securities Company, INC.Broker
April 1991 - July 1992 · 1 yr 3 mos
T.L. Reed Securities, INC.Broker
May 1990 - December 1990 · 7 mos
State Registrations2 states
AZTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.