Jose
Madera-Reyes

Lpl Financial LLC

CRD#5974905
Investment Advisor
in Iselin, NJ

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About this Advisor

Jose Madera-Reyes is a financial advisor operating in Iselin, New Jersey. Madera-Reyes is currently employed by Lpl Financial LLC. Over the course of their career, Madera-Reyes has held roles at First Investors Corporation, Foresters Advisory Services, LLC, Foresters Financial Services, Foresters Financial Service, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Lpl Financial LLC. Madera-Reyes has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New Jersey and Texas. Lpl Financial LLC is a registered investment firm operating out of Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 employees. It controls $368 billion in total assets among its 1,688,501 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 3,425 charities and foundations. Of its 1,688,501 client accounts, 31% are held by high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC has a diverse range 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, educational seminars and other services. A financial advisor's fee schedules usually are based on the type of financial services offered. Fee types billed by Lpl Financial LLC can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

485 E Rte 1 S, Suite 110
Iselin, NJ 08830

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

NJ Average: $646,059,043
Total Number of Employees

31,366

NJ Average: 13
Total Number of Accounts

1,688,501

NJ Average: 661
Average Account Size

$217,956

NJ Average: $977,396

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
  • Educational seminars/workshops
  • Other

Jose Madera-Reyes Work History

Jose has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lpl Financial LLC

2019 - 2023 (4 years)

Cetera Investment Services LLC

2019 - 2023 (4 years)

Cetera Investment Advisers LLC

2018 - 2019 (1 year)

Foresters Financial Service

2017 - 2017 (< 1 year)

Foresters Financial Services

2016 - 2017 (1 year)

Foresters Financial Services

2015 - 2016 (1 year)

First Investors Corporation

2015 - 2019 (4 years)

Foresters Advisory Services, LLC

2011 - 2015 (4 years)

First Investors Corporation

*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 Madera-Reyes 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Gregory Yuen
Aptos, CA
Robert Notarfrancesco
Bridgeport, CT
Keith Clark
Corpus Christi, TX
Rebecca Chiccino
Charlestown, MA
Hyun Song
Vienna, VA
John Gehlhaart
Waukesha, WI
Joseph Praino
Purchase, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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