JT
JT

Jose Trujillo

4 Years of Experience
Miami, FL
Broker

Jose Trujillo is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
Loading...

Location

200 South Biscayne Boulevard, Suite 1100, Miami, FL, 33131

Get directions

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.

Learn about disclosures →
Other Business Activities

Jose is a member of Casablanca Elite Adult Care LLC, Casablanca Elite Adult Care II LLC, and Ohlvana Creative LLC, all investment-related rental property businesses. He spends minimal time per week on property management duties for these entities.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
February 2022 - March 2025 · 3 yrs 1 mo
UBS Financial Services INC.Broker
February 2022 - March 2025 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
August 2021 - February 2022 · 6 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - February 2022 · 7 mos
State Registrations14 states
AZCACOCTDEFLGAMANDNVNYPASDTX
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.