JM
JM

Justin Medrano

15 Years of Experience
Santa Fe, NM
Broker

Justin Medrano is a registered investment advisor at Morgan Stanley, based in Santa Fe, NM, with 15 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

150 Washington Avenue, Suite 301, Santa Fe, NM, 87501

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History

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.

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Other Business Activities

Justin is a volunteer board member for the Santa Fe Symphony, dedicating minimal time. He also chairs the Business Council for the Museum of New Mexico Foundation, spending minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
January 2022 - Present · 4 yrs 4 mos
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - January 2022 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - January 2022 · 4 yrs 5 mos
UBS Financial Services INC.
September 2014 - August 2017 · 2 yrs 11 mos
UBS Financial Services INC.Broker
September 2014 - August 2017 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2011 - September 2014 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - September 2014 · 3 yrs
Waddell & Reed, INC.
October 2010 - July 2011 · 9 mos
Waddell & Reed, INC.Broker
May 2010 - July 2011 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Justin Medrano - Financial Advisor | TrueAdvisor