JV
JV

Juan Valladolid

17 Years of Experience
San Diego, CA
Broker

Juan Valladolid is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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
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

101 West Broadway, Suite 1800, San Diego, CA, 92101

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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 a minority shareholder in Eurovallas S.A. de C.V., a family advertising business. He also serves on the advisory council for the University of California San Diego, Rady School of Management, is a board member for E & Olive HOA, and is a board member and on the investment committee for the UCSD Foundation, spending minimal time on these activities.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
March 2016 - Present · 10 yrs 4 mos
Previous Registrations
Ipg Investment Advisors, LLC
December 2010 - March 2016 · 5 yrs 3 mos
Ipg Investment Advisors, LLC
May 2010 - May 2010 · 0 mos
Investment Placement GroupBroker
August 2008 - March 2016 · 7 yrs 7 mos
State Registrations16 states
ALAZCADEFLILMAMNMTNENVNYPASDTXWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.