Rachel
Jose

Morgan Stanley

CRD#6421606
Investment Advisor
in Cleveland, OH

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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

Series 66

Years of Experience

10 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 Blvd Ste 300
Cleveland, OH 44124

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

OH Average: 88
Total Number of Accounts

1,863,328

OH Average: 3,892
Average Account Size

$485,315

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 10 years of experience.

2019 - Present (2 years)

Morgan Stanley

2019 - Present (2 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

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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