RJ
RJ

Rachel Jose

11 Years of Experience
Pepper Pike, OH
Broker

Rachel Jose is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 11 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

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rachel owns rental property since August 2019, which is investment-related. This activity requires minimal time during and after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2019 - Present · 7 yrs 4 mos
Morgan StanleyBroker
January 2019 - Present · 7 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - January 2019 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - January 2019 · 4 yrs
State Registrations11 states
AZCACODCFLGAILMINYOHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.