Joven Cordero Arella

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Pasadena, CA
• 11/2016 → 07/2020
  Wells Fargo Clearing Services, Llc
  Pasadena, CA
• 07/2020 → Present
  Morgan Stanley Smith Barney Llc
  Claremont, CA
• 09/2020 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-07-01 → 2020-07-15
  Wells Fargo Clearing Services, Llc
  Rancho Cucamonga, CA
  Pasadena, CA
  Rancho Cucamonga, CA
  Rancho Cucamonga, CA
  Rancho Cucamonga, CA
• 2012-10-01 → 2013-07-02
  J.P. Morgan Securities Llc
  San Dimas, CA
  San Dimas, CA
  La Verne, CA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Walnut Creek, CA
  Pasadena, CA
  Azusa, CA
  La Verne, CA
  San Dimas, CA
  Burlingame, CA
  West Covina, CA
  San Dimas, CA
• 2007-11-26 → 2009-05-02
  Wamu Investments, Inc.
  Walnut Creek, CA
• 2007-01-08 → 2007-11-21
  Goldstein Munger + Associates
  San Ramon, CA
• 2005-08-03 → 2006-09-08
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA
• 2005-03-03 → 2005-08-04
  Citigroup Global Markets Inc.
  San Francisco, CA
• 2004-09-21 → 2005-02-28
  Banc Of America Investment Services, Inc.
  Westlake Village, CA

Exams

• S66 Uniform Combined State Law Examination
  2004-09-20

Other Names

• Joven C Arella
• Joven C Arella
• Joven Arella