JM
JM
Jose Martinez is a registered investment advisor at Morgan Stanley, based in New York, NY, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
55 East 52nd Street, 28th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
August 2020Withdrawn
Other Business Activities
Jose is the sole proprietor and owner of cheerfuldeals.com, an e-commerce business, since 2020. He spends minimal time on this activity outside of business hours, deciding on vacation or rental property.
Employment History
Current Registrations
Morgan StanleyBroker
May 2016 - Present · 10 yrs
Morgan Stanley
May 2016 - Present · 10 yrs
Previous Registrations
Fordham Financial Management, INC.Broker
July 2007 - May 2016 · 8 yrs 10 mos
State Registrations39 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.