JV
JV

Jeronimo Villar

13 Years of Experience
New York, NY
1 DisclosureBroker

Jeronimo Villar is a registered investment advisor at Morgan Stanley, based in New York, NY, with 13 years of industry experience. Jeronimo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

399 Park Avenue, 12th Floor, New York, NY, 10022

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Denied
Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 9 yrs
Morgan StanleyBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
March 2013 - June 2017 · 4 yrs 3 mos
State Registrations29 states
ALAZCACOCTDCDEFLGAILINMAMIMONCNJNMNVNYPAPRSDTXUTVAVTVirgin 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.
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