Jose Rivera

As a Managing Director and senior member of the JMR Wealth Management Group located in 299 Park Avenue, New York, New York. 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 and Lily Martinez, a Senior Client Service Associate.

Jose and the JMR Wealth Management Group are committed to providing ethical business practices and personal service. They strive to be regarded as one of the best and most sought-after wealth management teams in the industry. Built on a foundation of professionalism and dedication, the group members hold various industry recognized designations and titles such as CERTIFIED FINANCIAL PLANNER TM (CFP®), Certified Investment Management Analyst (CIMA®), Certified Investment Management Analyst (CPWA®), Certified Portfolio Manager (CPM®), Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Chartered Advisor in Philanthropy (CAP®) and Endowment and Foundation Consultant. JMR Wealth Management possess more than 130 years of investment management experience offering a highly personalized service model with an emphasis on understanding their client's unique goals, desires, and values, both from a personal and financial perspective.
Jose Rivera and his team are enthusiastic about helping their 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. They believe in empowering others by giving them the tools and knowledge they need to fulfill their potential. They design custom financial plans for their clients, built around the time-tested principles of diversification and a long-term investment view.

In 2023, 2022, 2021, 2020 and 2019, Jose was named by Forbes as a Best-In-State Wealth Advisor. The Forbes rating is compiled by Shook Research and awarded annually in April based on quantitative factors and is not necessarily related to the quality of the investment advice. As a Managing Director and Senior Portfolio Manager at UBS, he has deep industry experience, and has earned multiple wealth planning accolades in the 40 years he has been in the industry.

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. Having serviced on the investment committee for the Hispanic Federation for 16 years and served 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 he grew up in the New York City area. Read Less