JH
JH
Jackier Hurtado
21 Years of Experience
Plantation, FL
3 DisclosuresBroker
Jackier Hurtado is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
Get directionsHistory
Regulatory History (3)
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Customer Dispute
May 2023Denied
Judgment / Lien
January 2010Customer Dispute
October 2009Settled
Other Business Activities
Jackier has been a yacht broker with World Maritime Exchange since 2004. This activity requires minimal time, about 4-5 weekend hours per month.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2005 - June 2009 · 4 yrs 3 mos
Citigroup Global Markets INC.Broker
January 2005 - June 2009 · 4 yrs 5 mos
Mutual of America Life Insurance CompanyBroker
August 1994 - December 1994 · 4 mos
State Registrations20 states
ARAZCACTFLGAHIILMANCNJNVNYOHPRSCTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.