Jose Martinez
Jose Martinez is a registered investment advisor at TD Private Client Wealth LLC, based in Bergenfield, NJ, with 28 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25,685 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TD Private Client Wealth (TDPCW) offers investment management through various wrap fee programs. You'll pay a single fee that covers investment advice and the cost of trading. The fee is based on the amount of your investments, including cash. The specific fee you pay depends on the program you choose. TDPCW may offer discounts on fees at its discretion. The total fee may change over time due to changes in your account, such as the amount of assets, changes in investment managers, or investment performance.
Location
126 N Washington Avenue, Bergenfield, NJ, 07621
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jose owns Jack Turner Watches LLC, an online wrist watch sales business, since 2018. This takes about a quarter of Jose's time.
Employment History
Current Registrations
TD Private Client Wealth LLC
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Morgan StanleyBroker
E*trade Securities LLCBroker
E*trade Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
PNC Investments
PNC InvestmentsBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
Salomon Smith Barney INC.Broker
Salomon Brothers INC.Broker
R.D. White & CO., INC.Broker
Brownstone Capital CORP.Broker
Blackwell Donaldson & CompanyBroker
Euro-Atlantic Securities INC.Broker
Greenway Capital CORP.Broker
Meyers Pollock Robbins, INC.Broker
Kensington Wells IncorporatedBroker
A.S. Goldmen & CO., INC.Broker
Lew Lieberbaum & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.