Jose Cruz is a CFA-designated registered investment advisor at International Assets Advisory, LLC, based in Orlando, FL, with 16 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.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
111 North Orange Avenue, Suite 1000, Orlando, FL, 32801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose is an advisor with International Assets Investment Management LLC, dedicating about half of his time to this role. He also works as a consultant for Coleman Research firm clients, spends a few hours per week as a member of a church ministry committee, and a few hours per week as an adjunct professor.
Employment History
Current Registrations
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
State Registrations6 states
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