JP
JP

Jorge Perez

26 Years of Experience
Jersey City, NJ
Broker

Jorge Perez is a registered investment advisor at Morgan Stanley, based in Jersey City, NJ, with 26 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

Harborside 2, 200 Hudson Street, Suite 501, Jersey City, NJ, 07311

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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 and his wife own and manage two rental properties, one since 1996 and the other since 2000. Jorge spends minimal time on these activities, as his wife manages them when he is working.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 3 yrs
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Capital Management, LLC
March 2016 - September 2023 · 7 yrs 6 mos
E*trade Securities LLCBroker
March 2016 - September 2023 · 7 yrs 6 mos
PNC Investments
March 2006 - December 2015 · 9 yrs 9 mos
PNC InvestmentsBroker
March 2006 - December 2015 · 9 yrs 9 mos
Citigroup Global Markets INC.
June 2004 - March 2006 · 1 yr 9 mos
Citigroup Global Markets INC.Broker
July 2002 - March 2006 · 3 yrs 8 mos
Fleet Securities, INC.Broker
May 2000 - January 2002 · 1 yr 8 mos
Knight Securities, L.P.Broker
February 2000 - July 2000 · 5 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 1998 - March 2000 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.