Jose Madera-Reyes (CRD# 5974905) is an Investment Advisor Representative working at Lpl Financial LLC in Iselin, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 718407
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Iselin, NJ | Mar 2023 - Current | 1 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2019 - Mar 2023 | 3 |
| Cetera Investment Advisers LLC | Iselin, NJ | Jun 2019 - Mar 2023 | 3 |
| Foresters Financial Service | Iselin, NJ | Jan 2018 - Jun 2019 | 1 |
| Foresters Advisory Services, LLC | Iselin, NJ | Jun 2015 - Jun 2019 | 4 |
| Foresters Financial Services | Iselin, NJ | May 2017 - Dec 2017 | < 1 |
| Foresters Financial Services | Iselin, NJ | Jan 2016 - May 2017 | 1 |
| First Investors Corporation | Iselin, NJ | Jan 2015 - Jan 2016 | 1 |
| First Investors Corporation | Woodbridge, NJ | Jul 2011 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- NJ
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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