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Javier Jaramillo

Morgan Stanley
25 Years of Experience
Miami, FL
1 DisclosureBroker
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Javier Jaramillo is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 25 years of industry experience. Javier is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Morgan Stanley
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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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
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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 6 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 7 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 Registrations20 states
ALCACOCTDEFLGAILMAMDNVNYPAPRSDTXVAVirgin 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.
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