JJ
JJ

Javier Jaramillo

25 Years of Experience
Miami, FL
1 DisclosureBroker

Javier Jaramillo is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 25 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 South Biscayne Boulevard, Suite 1100, 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.
Customer Dispute
March 2020
Denied
Other Business Activities

Javier is a director at Magenta Limited Group, involved in real estate investment, and a sole proprietor/owner/partner of One Willow Bridge 32E LLC, a rental property. He also owns Masada Capital SAS and Green Horse Investments LLC, investing in real estate and technology, and is a shareholder in Cuatro Lazos SAS through Masada Capital SAS.

Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 5 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
January 2010 - April 2016 · 6 yrs 3 mos
UBS Financial Services INC.
January 2010 - April 2016 · 6 yrs 3 mos
UBS International INC.
October 2005 - January 2010 · 4 yrs 3 mos
UBS International INC.Broker
October 2005 - January 2010 · 4 yrs 3 mos
Wachovia Securities, LLC
July 2003 - October 2005 · 2 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - October 2005 · 2 yrs 3 mos
Prudential Securities Incorporated
January 2001 - July 2003 · 2 yrs 6 mos
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
Abn Amro Financial Services, INC.Broker
November 2000 - December 2000 · 1 mo
State Registrations19 states
ALCACOCTDEFLGAILMAMDNVNYPASDTXVAVirgin IslandsWAWY
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.
Javier Jaramillo - Financial Advisor | TrueAdvisor