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Jose V. Sarmenta

ARES MANAGEMENT CAPITAL MARKETS LLC
LOS ANGELES, CA 90067
Some features on this profile are disabled
CRD#: 4109212
JS

Professional summary


Jose V Sarmenta II, who also goes by Jose V. Sarmenta II, Jay Sarmenta, Jose V Sarmenta, Jose VIllamor Sarmenta, is a registered financial professional currently at ARES MANAGEMENT CAPITAL MARKETS LLC located in Los Angeles, California.

Jose is registered as a RR (Registered Representative) and started their career in finance in 2000. Jose has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jose V. Sarmenta Ii | Jay Sarmenta | Jose V Sarmenta | Jose Villamor Sarmenta

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Jose V Sarmenta II's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

September 18, 2025 - Present

ARES MANAGEMENT CAPITAL MARKETS LLC

Office #1: 1800 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067
BD
CRD#: 166219
LOS ANGELES, CA
Past

December 5, 2019 - October 11, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Los Angeles, CA
Past

August 13, 2018 - October 15, 2019

CCO CAPITAL, LLC

BD
CRD#: 31147
Los Angeles, CA
Past

June 12, 2007 - September 2, 2014

U.S. BANCORP ADVISORS, LLC

RIA
CRD#: 14455
LOS ANGELES, CA
Past

June 12, 2007 - September 2, 2014

U.S. BANCORP ADVISORS, LLC

BD
CRD#: 14455
LOS ANGELES, CA
Past

June 24, 2005 - December 9, 2005

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
LOS ANGELES, CA
Past

June 24, 2005 - December 9, 2005

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 13, 2000 - May 13, 2005

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
SANTA MONICA, CA
Past

May 22, 2000 - May 13, 2005

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/6/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AM
ARES MANAGEMENT CAPITAL MARKETS LLC
ARES INVESTOR SERVICES LLC | ARES MANAGEMENT CAPITAL MARKETS LLC

CRD#: 166219 / SEC#: , 8-69194

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
1800 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067
Mailing Address
1800 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067
Phone number
(310) 432-8708
Established
Delaware since 01/20/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARES MANAGEMENT LLCMEMBER130074
BRAUN, HEATHER GROSSMANCOO3141608
INFANGER, MARK CHARLESCFO AND FINOP2369723
MAGNER, BRIANCCO3069172
PAWLOWSKI, ANTHONY JOHNPRESIDENT4337887

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARES MANAGEMENT CAPITAL MARKETS LLC

CRD#: 166219Los Angeles, CA 90067

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