JG
JG

Jorge Gomez

21 Years of Experience
Miami, FL
Broker

Jorge Gomez is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 21 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

200 S. Biscayne Blvd., Miami, FL, 33131

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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 owns rental real estate property in Miami, FL since November 2018. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 3 mos
Morgan StanleyBroker
April 2021 - Present · 5 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2017 - April 2021 · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - April 2021 · 4 yrs 6 mos
Deutsche Bank Securities INC.Broker
February 2008 - October 2016 · 8 yrs 8 mos
Hapoalim Securities USA, INC.Broker
February 2007 - July 2007 · 5 mos
Signature SecuritiesBroker
December 2003 - April 2005 · 1 yr 4 mos
Citicorp Investment ServicesBroker
April 2002 - August 2002 · 4 mos
TD Waterhouse Investor Services, INC.Broker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations13 states
CADCDEFLGAMAMDMNNVNYTXVirgin IslandsWY
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.
Jorge Gomez - Financial Advisor | TrueAdvisor