Jose R Madera-Reyes

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2019
  Foresters Advisory Services, Llc
  Iselin, NJ
• 01/2016 → 05/2017
  Foresters Financial Services
  Iselin, NJ
• 05/2017 → 12/2017
  Foresters Financial Services
  Iselin, NJ
• 01/2018 → 06/2019
  Foresters Financial Service
  Iselin, NJ
• 06/2019 → 03/2023
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 03/2023
  Cetera Investment Advisers Llc
  Iselin, NJ
• 03/2023 → Present
  Lpl Financial Llc
  Iselin, NJ

Previous Registrations

• 2019-06-21 → 2023-03-22
  Cetera Investment Advisers Llc
  Iselin, NJ
• 2015-06-04 → 2019-06-24
  Foresters Advisory Services, Llc
  Iselin, NJ

Other Businesses

1) 03/13/2023 - Align Wealth Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/13/2023 - Notary - lselin, NJ 08830 - Investment related - Start date: 03/21/2023. 3) 03/13/2023 - Non-Variable Insurance - Selling: term life , whole life, universal life and indexed universal life - lselin, NJ 08830 - Investment related - Start date: 03/21/2023 4) 07/31/2023 - Vanbridge - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor/ Agent - Start Date 07/20/2023 - 20 Hours Per Month/ 20 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-05-07
• S63 Uniform Securities Agent State Law Examination
  2012-12-27

Other Names

• Jose R Madera
• Jose Rafael Madera