Pedro Antonio Jorge

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

• 12/2015 → Present
  Morgan Stanley
  Miami, FL

Other Businesses

*401090 : Vertex Holdings LLC ; Investment related : Yes ; Miami ; Florida ; Retail/Online Stores ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2020 ; During business hours : 0 ; After business hours : 5 ; sell items online

Exams

• S66 Uniform Combined State Law Examination
  2016-05-03