Jose Rendon, AIF®
Financial Analyst
As a Financial Analyst at Apriem Advisors, Jose supports the firm’s investment management team through investment research, portfolio analysis, and market research. He helps evaluate investment opportunities, monitors portfolios, and contributes to investment compliance and portfolio oversight to help ensure client portfolios remain aligned with the firm’s investment philosophy. As a Level III Candidate in the CFA® Program, Jose is committed to expanding his expertise in portfolio management and delivering thoughtful, research-driven investment insights for clients.
Inspired by a family that emphasized hard work, responsibility, and continuous learning, Jose is committed to personal and professional growth. Outside of work, he enjoys spending time outdoors hiking, camping, biking, swimming, and participating in a variety of sports.
Inspired by a family that emphasized hard work, responsibility, and continuous learning, Jose is committed to personal and professional growth. Outside of work, he enjoys spending time outdoors hiking, camping, biking, swimming, and participating in a variety of sports.
Years of experience*
Client retention rate*
$ in AUM*
Apriem advisors
Disclosures
*As of 7/14/26, company wide statistics