With over 10 years of experience, Jose’s goal is to help clients experience the entire scope of what Raymond James has to offer by focusing on the unique needs of the individuals he serves. In his role, Jose leads many various endeavors including management of the team, eFolio®, executing trades, and financial analysis.

Before joining Raymond James with his team in 2015, Jose served as a registered client service associate with Morgan Stanley. He graduated with his bachelor’s and master’s degree in International Finance from Florida International University, with a focus on international banking and financial institutions. He holds his certificate in banking, Series 7 and 66 licenses, and Wealth Management Specialist designation.

Jose was born and raised in Miami, and currently resides in Palmetto Bay, FL, with his wife, Stephanie, and their children Elijah, Abigail and Aria. Jose is an avid golfer and most importantly loves attending Vous Church on the weekends.

Raymond James is not affiliated with any organizations mentioned.