JV
JV

Jose Vides

4 Years of Experience
Coral Gables, FL
Broker

Jose Vides is a registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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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

Jose owns Bebesota LLC, a vehicle rental business operating through the Turo app, since 2022. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
September 2023 - Present · 3 yrs
Previous Registrations
Morgan Stanley
March 2021 - September 2023 · 2 yrs 6 mos
Morgan StanleyBroker
March 2021 - September 2023 · 2 yrs 6 mos
State Registrations4 states
DEFLNCTX
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.