JB
JB

Juan Bastida

14 Years of Experience
Fort Lauderdale, FL
Broker

Juan Bastida is a registered investment advisor at Morgan Stanley, based in Fort Lauderdale, FL, with 14 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

350 East Las Olas Boulevard, Suite 1500, Fort Lauderdale, FL, 33301

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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 involved in two outside business activities: a personal business and rental property ownership since 2021. Both activities require minimal time.

Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 6 mos
Morgan StanleyBroker
November 2025 - Present · 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - November 2025 · 7 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - November 2025 · 7 yrs 6 mos
Wells Fargo Clearing Services, LLC
September 2017 - April 2018 · 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - April 2018 · 10 mos
J.P. Morgan Securities LLCBroker
March 2013 - April 2017 · 4 yrs 1 mo
Chase Investment Services CORP.Broker
October 2009 - November 2011 · 2 yrs 1 mo
State Registrations8 states
DCFLGANCNYOHTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Juan Bastida - Financial Advisor | TrueAdvisor