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Javier Jaramillo

Morgan Stanley

Miami, FL

CRD 4280044

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-23
FL RA APPROVED 2016-04-12
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • FL RA
    APPROVED
    Since 2016-04-12

Branch Locations

200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Miami FL 03/2016 Present
Morgan Stanley Private Bank, N.A. New York NY 04/2016 Present
  • 03/2016 → Present
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 04/2016 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Previous Registrations
Other Businesses

1) MAGENTA LIMITED GROUP-NON-SECURITIES RELATED-DIRECTOR; NON INVESTMENT RELATED; NORTH BAY, VILLAGE FL;REAL ESTATE INVESTMENT; 0,0 3) One Willow Bridge 32E LLC; Vail, Co; Investment related; Rental; Sole Proprietor / Owner / Partner; 03/2017; 0,1 4) *380142 - Masada Capital SAS; Investment Related - Yes; Colombia; Real Estate, Agriculture; Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Aug 2020; During Business Hours: 0; After Business Hours: 1. * 253725 - Green Horse Investments LLC; Investment related Yes; Key Biscayne, Florida; Investment/Finance/Banking, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 0; After business hours: 0; Investment Decisions/Advice *624714- Cuatro Lazos SAS; Investment related: No; Bogota, Colombia; Agriculture, Participation in a Hotel; Just shareholder though Masaada Capital SAS (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; No responsability, No position, just shareholder thorugh Masada Capital SAS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-01-18
  • S66 Uniform Combined State Law Examination
    2002-01-18

View on SEC IAPD

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