Jose Madera

Wealth Advisor

Jose has been in the financial services industry since 2011, where he began his career as an advisor with First Investors. He has since attained his series, 6, 7, 24, 26, 51, 63 and 65 FINRA licenses all held through LPL Financial. 

Jose earned his bachelor's degree from Rutgers University in 2009 and originally intended to attend law school before deciding to pivot towards the financial services industry, a decision he credits with changing both his and his client’s life for the better. Jose's main goal as a Financial Advisor is to serve as a resource to each and every one of his clients, especially when it comes to planning and saving for major goals, such as investing for retirement, education and other life events. Furthermore, Jose is also passionate about helping his clients protect their loved ones and their assets through the use of life insurance, legacy planning and wealth transfer strategies. Jose cares deeply for each and every one of his clients and their families and he believes that offering them great service and open communication is paramount to cultivating a long-lasting and successful client-advisor relationship. 

Jose has called Middlesex County NJ home his entire life and currently resides in Middlesex, NJ with his wife Dalissa and their daughter Victoria. When he's not focused on the wealth management of his clients' accounts, which is rare, he enjoys traveling, watching sports and most of all enjoying quality time with his family and loved ones.