PJ
PJ

Pedro Jorge

10 Years of Experience
Miami, FL
Broker

Pedro Jorge is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 10 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, Miami, FL, 33131

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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

Pedro is the sole proprietor/owner of Vertex Holdings LLC, a retail/online store, since 2020. He dedicates minimal time to this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs 4 mos
Morgan StanleyBroker
February 2016 - Present · 10 yrs 7 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIDILINKSLAMAMDMIMNMTNCNENHNJNVNYOHOKORPAPRSCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.