JG
JG
Jorge Guerra is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 39 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
101 West Broadway, Suite 1800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (2)
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Customer Dispute
May 2010Settled
Customer Dispute
February 2009Denied
Other Business Activities
Jorge is a board member and partner at Cebert Inmobiliaria S.A., a real estate company, dedicating a few hours per week outside business hours. He also spends a few hours per week writing and publishing a children's book.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - July 2009 · 2 mos
Citigroup Global Markets INC.Broker
May 2009 - July 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - May 2009 · 11 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1988 - May 2009 · 20 yrs 8 mos
Pruco Securities CorporationBroker
October 1986 - September 1988 · 1 yr 11 mos
First Investors CorporationBroker
May 1986 - October 1986 · 5 mos
State Registrations11 states
AZCACODEFLMINYSDTXVAWY
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.