Experience

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. 

Adam is a Senior Vice President, 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

 
Adam was named Forbes America’s Top Next-Gen Wealth Advisors Best-in-State 2022

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. 

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.

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.

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