Jaime Suarez is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056
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Regulatory History (1)
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Financial
November 2016Final
Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Monex Asset Management, INC.
April 2011 - August 2021 · 10 yrs 4 mos
Monex Securities, INC.Broker
April 2011 - August 2021 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - January 2011 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - January 2011 · 1 yr 10 mos
State Registrations11 states
AZCACODEFLNYSDTXVirgin 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.