Jarrod Martinez

Jarrod C Martinez

Managing Partner, CW Wealth Manager, RJFS

For over two decades Jarrod has worked with families in the Central Valley, focusing on relationships and developing plans to help them reach their goals. Some of the common concerns that many of Jarrod’s clients have include maintaining a certain lifestyle in retirement, providing wealth for future generations, and/or guidance on choosing tax-efficient investments. He also works with business owners who are getting ready to build, sell, or reorganize a business. Jarrod can help navigate these complex issues through a long-term investment approach. With extensive experience throughout major shifts in the markets, Jarrod has dedicated his career to delivering the personalized investment planning services his clients deserve.

Jarrod began his career as a financial advisor in 1995. He joined Wells Fargo Advisors in 2010 to take a team approach in providing personalized financial advice for both individual and institutional investors. Jarrod joined Raymond James in 2017. He attended The Wharton School of Business where he completed the Executive Education Program for Financial Advisors.

Away from the office, Jarrod mostly enjoys spending time with his two children, Gabriella and Logan. Skiing is a favorite pastime. Jarrod also enjoys golf, pickleball, tennis and flying, earning his pilot license in 2010. Jarrod has a strong commitment to service which carries over to his involvement with the local community. He has served on the Board of Directors for the Fresno Rescue Mission and St. Anthony’s School Board. Jarrod currently serves on the Board of Trustees for Valley Children’s Hospital.

Raymond James is not affiliated with the above organizations and/or charitable causes.