Juan Isaza is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 16 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, PWM - Latin America, Miami, FL, 33131
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2015 - April 2021 · 5 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
December 2015 - April 2021 · 5 yrs 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2015 · 3 yrs 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2015 · 3 yrs 2 mos
Chase Investment Services CORP.Broker
December 2009 - October 2012 · 2 yrs 10 mos
Chase Investment Services CORP.
December 2009 - October 2012 · 2 yrs 10 mos
Metlife Securities INC.Broker
April 2009 - August 2009 · 4 mos
National Securities CorporationBroker
October 2008 - February 2009 · 4 mos
State Registrations38 states
ARAZCACOCTDCDEFLGAHIILKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHOKPAPRSCSDTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.