Jose is a senior partner, Managing Director, Senior Portfolio Manager, Wealth Advisor and Endowment and Foundation Consultant of the JMR Wealth Managment Group. His professional designations are Chartered Life Underwriter® (CLU®), Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), Chartered Financial Consultant (ChFC®) and Certified Portfolio Manager (CPM®).  He began his career as a Financial Advisor in 1986. Before moving his team to UBS in 2009 he worked at Morgan Stanley for 23 years. In May 2006, Jose was very proud to be recognized by Registered Rep magazine as one of the top Financial Advisors in the United States. In 2008, Jose was ranked as one of the top 1000 Financial Advisors in the United States by Barrons. In 2019, Jose was recognized by Forbes/SHOOK as a Best-in-State Wealth Advisor in 2019 and 2020.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

Adam is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®)  and Chartered Financial Consultant® (ChFC®) with the JMR Wealth Management Group. Adam specializes in helping entrepreneurs pursue a secure financial future by managing both their business and personal finances. He has deep experience with private- and public-sector executives who hold highly concentrated positions of employer stock and, as a CFP®, Adam also focuses on the preparation of long and medium - term financial plans for the Group's high-net worth and ultra-high net worth clients.  He holds his Series 7, 66, 63 and 31 licenses and is licensed to offer life, accident and health insurances and variable annuities. Adam began his financial services career in 2010 at J.P. Morgan Chase. He joined UBS in March of 2013, completing the company’s vigorous New Financial Advisor program. As a former starting pitcher for the Division I baseball team at Saint Joseph’s University, Adam remains heavily involved in the school. He sits on the school’s New York City Alumni Chapter Committee, which raises scholarship funds for students in the five boroughs to attend Saint Joseph’s

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

Nick is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter® (CLU®) and Chartered Advisor in Philanthropy (CAP®) with the JMR Wealth Management Group.  His primary roles are new relationship development as well as providing comprehensive financial plans for families, individuals and businesses. Nick will work with you diligently to make sure you accomplish all of your goals, both financially and personally. His hope is to give you the resources and solutions to achieve that plan. He holds his series 7, 66, and 31 licenses. He is also licensed to offer life, accident and health insurances and variable annuities. Nick was selected by UBS Wealth Management to join their highly competitive Inter-Generational Advisor Program (IGAP). Through this program, Nick developed his skillset in comprehensive wealth planning and investment management.He joined the team after graduating cum laude with a Bachelor of Science degree in Finance from Lehigh University. Nick was a member of the Alpha Tau Omega fraternity and remains active in alumni affairs.  He currently resides in Hoboken, NJ.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IN, KS, LA, MA, MD, MI, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WI, WY

David began his career as a financial professional in 1999. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®) and a Chartered Financial Consultant (ChFC®).  His role in the JMR Wealth Management Group is to oversee portfolio management, estate planning for clients and prospects by working with their other trusted advisors to formulate a concise wealth management plan. He is a Magna Cum Laude graduate of Baruch College with a Bachelor of Business Administration in Finance and Investments. He is an active member of the community and supports philanthropic causes.

Registered States:
CA, CT, DC, DE, FL, GA, IA, LA, MA, MD, MI, NC, NJ, NY, PA, PR, SC, TN, TX, VA, WI, WY

Melinda began her career in the financial services industry in 1989. She currently heads the marketing efforts for the JMR Wealth Management Group. Melinda works with the team to support and grow the assets under management of high net worth individuals. She manages the group's strategic client acquisition marketing efforts. Melinda is Series 7, 66 and 31 certified. She lives in Rutherford, NJ with her husband, Brian.

Registered States:
AZ, CA, CT, DE, FL, IA, MA, MI, NC, NJ, NY, PA, PR, SC, TN, TX, VA, WI, WY

Lily Martinez is a Senior Client Service Associate and Operations Manager for the JMR Wealth Management Group. She oversees all daily operational matters and is dedicated to excellent customer service. Her efficiency and dedication to providing personal and responsive service, while helping to inform and educate clients is key to the JMR Wealth Management group's servicing model. Lily worked at Morgan Stanley for 16 years in various capacities including a Reorganization Support Specialist, Senior Sales Assistant and in her most recent role as Senior Registered Client Services Associate. She has her securities Series 7 license. She resides in Maywood, New Jersey with her husband Joe and two children Jonathan and Kiara

Registered States:
NJ