Jose
Diaz
Npa Asset Management, LLC
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About this Advisor
Jose Diaz is a financial advisor based out of Paramus, New Jersey, with a total of 1 year of industry experience. Diaz is an advisor for Npa Asset Management, LLC. Throughout their career, Diaz has worked at Merrill Lynch Pierce Fenner & Smith Inc, Bank Of America, N.A, Jp Morgan and Jose Gabriel Diaz. Diaz maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in . Npa Asset Management, LLC is an advisory firm that has its headquarters in Paramus, NJ. The firm has offices in 14 locations and a total of 73 financial advisors. It oversees $791 million in total assets between its 2,880 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises four charitable organizations. Of its 2,880 customer accounts, 26% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules typically depend on which services are provided. However, fees charged by Npa Asset Management, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Npa Asset Management, LLC Brokerage Details
$791,199,797
73
2,880
$274,722
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Jose Diaz Work History
Jose has been registered as a financial advisor for 1 years.*
Jose Gabriel Diaz
Jp Morgan
Merrill Lynch Pierce Fenner & Smith Inc
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jose Diaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Npa Asset Management, LLC
Paramus, NJ
Paramus, NJ
Paramus, NJ
San Juan, PR
Paramus, NJ
Paramus, NJ
Hackensack, NJ
Paramus, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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