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Jorge Morasso

Amerant Investments, INC.
27 Years of Experience
Miami, FL
1 DisclosureBroker
View SEC Summary
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Jorge Morasso is a registered investment advisor at Amerant Investments, INC., based in Miami, FL, with 27 years of industry experience. Jorge is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,297 clients with $780M in assets under management.

Amerant Investments, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
1,297 clients
Average Client Portfolio
$603K average
Assets Under Management
$782.4M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Advisory fees are up to 1.75% annually, charged quarterly based on average daily balances. Fees are negotiable and may reach up to 3% when third-party managers are utilized. A 0.50% annual fee applies to certain sub-advisory services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

CWM Retail, Sales, 201 S. Biscayne Blvd, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2014
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jorge holds a small passive equity participation in two businesses: Pasha's Restaurants and SafetyPay Online Paying System.

Employment History
Current Registrations
Amerant Investments, INC.Broker
September 2026 - Present · 1 mo
Citigroup Global Markets INC.
November 2025 - Present · 11 mos
Citigroup Global Markets INC.
October 2025 - Present · 1 yr
Citigroup Global Markets INC.Broker
October 2025 - Present · 1 yr
Previous Registrations
Morgan Stanley
September 2014 - November 2025 · 11 yrs 2 mos
Morgan StanleyBroker
September 2014 - November 2025 · 11 yrs 2 mos
Espirito Santo Investment Advisors, INC.
February 2014 - August 2014 · 6 mos
E.S. Financial Services, INC.Broker
September 2007 - August 2014 · 6 yrs 11 mos
Northern Trust Securities, INC.Broker
June 2007 - August 2007 · 2 mos
E.S. Financial Services, INC.Broker
March 2005 - June 2007 · 2 yrs 3 mos
Charles Schwab & CO., INC.
March 1999 - February 2005 · 5 yrs 11 mos
Charles Schwab & CO., INC.Broker
March 1999 - February 2005 · 5 yrs 11 mos
State Registrations4 states
FLMANYTX
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.
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