Jose Mondragon is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose owns rental property since 2018, which is not investment related. He is also a partner in Mondragon Gomez LLC since 2019, administering passive real estate investments.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Bbva Securities INC.Broker
Bbva Wealth Solutions INC.
St Johns Wealth Management
Bbva Compass Investment Solutions, INC.
Bbva Compass Investment Solutions, INCBroker
Bbva Investments INC.Broker
State Registrations14 states
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