JP
JP

Juan Paysse

21 Years of Experience
Coral Gables, FL
Broker

Juan Paysse is a registered investment advisor at Morgan Stanley, based in Coral Gables, 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

220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134

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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

Juan is the decision maker and owner of Paysse Family Holdings LLC, managing his own bank accounts, and co-owner of Paysse Properties LLC, a real estate venture. He dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
April 2011 - Present · 15 yrs 3 mos
Previous Registrations
Morgan Stanley
January 2012 - December 2012 · 11 mos
J.P. Morgan Securities LLCBroker
October 2008 - April 2011 · 2 yrs 6 mos
J.P. Morgan Securities INC.Broker
December 2007 - October 2008 · 10 mos
UBS International INC.Broker
May 2005 - December 2007 · 2 yrs 7 mos
Bear, Stearns & CO. INC.Broker
June 2004 - April 2005 · 10 mos
State Registrations17 states
ALCACTDCDEFLGAILMANJNYOHPAPRTNTXWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.