A plan for today, tomorrow and generations to come

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As a Managing Director and the founder of the JMR Wealth Management Group, Jose leads a team that includes his two sons, Adam and Nicholas, Senior Vice Presidents, his cousin David Maldonado, a Senior Wealth Strategy Associate, Melinda Cavalier, a Wealth Management Associate, Lily Martinez, Senior Client Service Associate and Mark Battaglia, Registered Client Service Associate.

Jose's 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 is enthusiastic about helping clients achieve financial independence. Collaborating with his son’s Adam and Nick offers a unique perspective into the complex needs of the multigenerational families they serve. He believes in empowering others by giving them the tools and knowledge they need to fulfill their potential. They will design custom financial plans built around the time-tested principles of diversification and a long-term investment view.  

Jose has deep industry experience, and has earned multiple wealth planning accolades over the 38 years he has been in the industry. In 2019- 2024 Forbes/SHOOK recognized Jose as an industry leader, naming him a Best-In-State Wealth Advisor for his compassion, work ethic and commitment to clients.  In 2023 & 2024 he and his group were recognized as Best-in-State Wealth Management Team.

Outside the office, Jose leverages his industry knowledge and applies it to areas he is passionate about such as baseball, golf and his Hispanic heritage. Previously having served on the investment committee for the Hispanic Federation for 16 years and as the Chairman of the Investment Committee for the Jackie Robinson Foundation, Jose always remembers his roots and continues to philanthropically stay involved in the local communities. Jose lives with his wife, Laura in Sarasota Florida. 

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Certified Investment Management Analyst
• Certified Portfolio Manager
• Chartered Financial Consultant
• Chartered Life Underwriter

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A Next‑Generation Advisor for Multigenerational Wealth

Adam is a Senior Vice President and Financial Advisor at UBS, working with the JMR Matta Wealth Management Group in New York. He is part of a multigenerational, family‑led team serving high‑net‑worth individuals and families. With more than 15 years of experience in the financial services industry, Adam is dedicated to helping families navigate complexity, manage concentrated wealth, and plan with intention across generations. Adam partners closely with entrepreneurs, private‑ and public‑sector executives, and business‑owning families, with particular expertise advising clients who hold highly concentrated positions in employer stock, equity compensation, and stock options. His work frequently spans both personal and business balance sheets, helping clients integrate investment strategy, planning considerations, and long‑term family objectives into a cohesive and disciplined wealth framework.

Adam began his career in financial services at J.P. Morgan Chase before joining UBS in 2013, where he completed the firm’s rigorous Financial Advisor Development Program. He holds the Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) designations, and focuses on comprehensive financial planning, life insurance strategies, retirement planning, and corporate benefits and retirement plan advisory. His approach reflects a deep appreciation for the responsibility that accompanies significant wealth—particularly when it is intended to support multiple generations.

As a second‑generation advisor within the JMR Matta Wealth Management Group, a family‑operated team founded by his father, Jose, Adam works alongside his father, his brother Nicholas, and his cousin David. Together, the team brings continuity, shared values, and diverse perspectives to families they often serve across decades and generations. Adam takes pride in helping clients prepare not only for financial success, but also for the thoughtful transition of wealth through education, planning, and stewardship.

Adam resides in Westfield, New Jersey, with his wife, Jill, and their three children—Cameron, Gio, and Eliana—and their dachshund, Breck. Outside the office, he enjoys photography, traveling, and surfing, and is deeply committed to coaching youth baseball. A former Division I starting pitcher at Saint Joseph’s University, Adam remains actively engaged with the university, mentoring students and aspiring professionals interested in careers in financial services—reflecting his passion for developing the next generation, both professionally and personally.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER
• Chartered Life Underwriter
• Chartered Financial Consultant

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Nick is a Senior Vice President, 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 your goals, both financially and personally. He plans to give you the resources and solutions to achieve your goals. He holds the series 7, 66, and 31 securities 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.

 Nick was named to Forbes America’s Top Next-Gen Wealth Advisors Best-in-State for 2022. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.

• CERTIFIED FINANCIAL PLANNER
• Chartered Advisor in Philanthropy
• Chartered Life Underwriter

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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.

• CERTIFIED FINANCIAL PLANNER
• Chartered Financial Consultant
• Chartered Life Underwriter

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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

Supporting continuity for multi‑generational wealth

Emma Turner is a Wealth Management Associate with the JMR Matta Wealth Management Group, where she supports a multi‑generational team serving ultra‑high‑net‑worth individuals and families. She plays an important role in helping deliver the continuity, organization, and collaborative support required to serve families whose financial lives span generations.

Emma works closely with senior advisors and operations leadership to assist with client service, planning support, and day‑to‑day relationship management. Her role is designed to support the seamless execution of sophisticated wealth strategies while ensuring a consistent and thoughtful client experience. Through this team‑based approach, Emma helps reinforce the long‑term partnerships that are central to multigenerational wealth stewardship.

Emma previously worked as an intern in the UBS 299 Park Avenue branch, gaining firsthand experience in the operational and client‑service aspects of a complex wealth management practice. This foundation has shaped her interest in developing a long‑term career within a collaborative, relationship‑driven advisory team.

She graduated from The George Washington University with a Bachelor of Arts in Psychology & Brain Sciences and a minor in Marketing. Emma holds her Securities Industry Essentials® (SIE®) designation and is actively pursuing full registration as a Wealth Management Associate. Her academic background supports her client‑focused approach, emphasizing communication, understanding, and trust.

Outside of the office, Emma enjoys practicing yoga, playing tennis, and spending time with friends and family. She brings curiosity, discipline, and a commitment to learning to her role—qualities that support her development as part of a team dedicated to serving families over the long term.