JG
JG
Joseph Guerrero is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 38 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
Loading...
Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2015 - April 2025 · 10 yrs 1 mo
UBS Financial Services INC.
March 2015 - April 2025 · 10 yrs 1 mo
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 1999 - April 2007 · 7 yrs 11 mos
Morgan Stanley Dw INC.Broker
May 1999 - April 2007 · 7 yrs 11 mos
Citicorp Investment ServicesBroker
August 1995 - May 1999 · 3 yrs 9 mos
NationssecuritiesBroker
August 1993 - July 1995 · 1 yr 11 mos
Great Western Financial Securities CorporationBroker
September 1990 - June 1993 · 2 yrs 9 mos
Fundtrust Investment Company Services, INC.Broker
September 1990 - March 1992 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
February 1987 - August 1990 · 3 yrs 6 mos
State Registrations15 states
ALARAZCADCFLGAMANJNYOHOKSCTXVT
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.