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Jorge Ragde

29 Years of Experience
Santa Clarita, CA
Broker

Jorge Ragde is a registered investment advisor at Morgan Stanley, based in Santa Clarita, CA, with 29 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

Santa Clarita, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jorge is involved in several outside business activities, including consulting for SoundKey Electronics and Rustbelt Industries, and owning Innovation Technology International Limited. He also rents property in the Philippines and is involved with youth shooting sports organizations, dedicating minimal time to each activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Wachovia Securities, LLCBroker
July 2003 - September 2008 · 5 yrs 2 mos
Wachovia Securities, LLC
July 2003 - September 2008 · 5 yrs 2 mos
Prudential Securities Incorporated
December 1999 - July 2003 · 3 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1999 - July 2003 · 3 yrs 7 mos
Salomon Smith Barney INC.Broker
November 1996 - December 1999 · 3 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.