About this Advisor
Rachel Jose is a financial advisor whose office is in Cleveland, Ohio. Currently a registered advisor with Morgan Stanley, they have accrued 10 years of professional experience. Jose holds a Series 66 license, designating them as both a securities agent and an investment advisor representative. Jose is registered to act as a financial advisor in Ohio and Texas. Their career trajectory has included roles 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. Morgan Stanley is headquartered in Cleveland, Ohio, and operates out of 726 other locations throughout the country. As a registered advisory firm, Morgan Stanley manages $904 billion in assets throughout 1,863,328 client accounts and employs more than 25,600 people. The firm's total assets under management makes it one of the largest financial advisory firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Morgan Stanley can offer 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. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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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
Rachel Jose Work History
Rachel has 10 years of experience.
Morgan Stanley Private Bank, N.A
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith, Inc
University Of Akron
Rachel Jose has no disclosures.
Please visit their SEC profile for more details.
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