Rachel
Jose

Morgan Stanley

CRD#6421606
Investment Advisor
in Cleveland, OH

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About this Advisor

Rachel Jose is a financial advisor working out of Cleveland, Ohio, who has been in the industry for 12 years. Jose works at Morgan Stanley. Jose has gained experience at University Of Akron, Palombo'S Restaurance, Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Morgan Stanley and Morgan Stanley Private Bank, N.A. Jose maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Ohio and Texas. Morgan Stanley is a registered investment business that has its headquarters in Cleveland, Ohio. It has offices in 732 locations and a total of 26,500 financial advisors. It controls $1 trillion in total assets between its 2,129,899 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 6,380 charitable organizations. Of its 2,129,899 accounts, just 1% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees typically depend on the services provided. Fees billed by Morgan Stanley likely include any blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

31099 Chagrin Boulevard
Cleveland, OH 44124

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

OH Average: $7,464,549,021
Total Number of Employees

26,500

OH Average: 88
Total Number of Accounts

2,129,899

OH Average: 3,892
Average Account Size

$615,961

OH Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Rachel Jose Work History

Rachel has 12 years of experience.

2019 - Present (3 years)

Morgan Stanley

2019 - Present (3 years)

Morgan Stanley Private Bank, N.A

2015 - 2019 (4 years)

Bank Of America, N.A

2014 - 2014 (< 1 year)

Palombo'S Restaurance

2014 - 2019 (5 years)

Merrill Lynch, Pierce, Fenner & Smith, Inc

2010 - 2014 (4 years)

University Of Akron

Disclosures

Rachel Jose has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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