JR
JR

Jose Alberto Reynoso

4 Years of Experience
Sells Insurance
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

2 Grand Central Tower, 140 E 45th Street, 28th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jose is a practicing attorney since 1998 and co-manager/trustee for Lenar Holdings LLC since 2024, each requiring minimal time. Jose is also a licensed insurance agent, dedicating a few hours per week to insurance sales.

Employment History
Current Registrations
Summit Trail Advisors, LLC
May 2025 - Present · 9 mos
Previous Registrations
Clarfeld
March 2021 - October 2024 · 3 yrs 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.
Jose Alberto Reynoso - Financial Advisor | TrueAdvisor