Jose Martin is a registered investment advisor at Edward Jones, based in Florham Park, NJ, with 7 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
201 Columbia Turnpike Suite A, Florham Park, NJ, 07932-1216
Get directionsHistory
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 ActivitiesSells Insurance
Jose is an insurance broker for Bancnotes Financial Services, selling life, fixed annuities, and health insurance, dedicating a few hours per week. He also owns Bancnotes Wealth Management, spending a few hours per week on business management.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Macquarie Capital (USA) INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Securities LLCBroker
Morgan Stanley & CO. IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Barclays Capital INC.Broker
State Registrations24 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.