Jose Franciosa Martin

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2014 → 06/2018
  Jp Morgan Chase
  New York, NY
• 06/2018 → 01/2021
  Ubs Securities Llc
  New York, NY
• 01/2021 → 07/2023
  Macquarie Capital (Usa) Inc.
  New York, NY
• 05/2023 → 10/2024
  Pruco Securities Llc
  Basking Ridge, NJ
• 11/2024 → 09/2025
  Mml Investors Services, Llc
  Saddle Brook, NJ
• 09/2025 → Present
  Edward Jones
  St. Louis, MO

Previous Registrations

• 2024-11-20 → 2025-09-15
  Mml Investors Services, Llc
  Saddle Brook, NJ
  Watchung, NJ
• 2023-06-15 → 2024-10-11
  Pruco Securities, Llc.
  Basking Ridge, NJ
• 2020-08-07 → 2021-01-08
  Ubs Financial Services Inc.
  Weehawken, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-26
• S66 Uniform Combined State Law Examination
  2019-04-15

Other Names

• Jose F Martin
• Jose Franciosa Martin
• Jose Martin
• Dre Martin