Juan Gomez is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 4 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
101 West Broadway, Suite 1800, San Diego, CA, 92101
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Regulatory History (1)
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Financial
July 2024Final
Employment History
Current Registrations
Morgan StanleyBroker
November 2024 - Present · 1 yr 6 mos
Morgan Stanley
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
December 2022 - October 2024 · 1 yr 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
December 2022 - October 2024 · 1 yr 10 mos
Morgan Stanley
March 2021 - March 2022 · 1 yr
Morgan StanleyBroker
March 2021 - March 2022 · 1 yr
UBS Financial Services INC.
August 2020 - November 2020 · 3 mos
UBS Financial Services INC.Broker
March 2020 - November 2020 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.