Jaime Perez Montes

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

• 01/2016 → 08/2017
  Banco Santander Bahamas
  Nassau
• 09/2017 → 07/2020
  Banco Santander Internacional
  Miami, FL
• 07/2020 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL
• 08/2022 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*450173 - Permont Real Estate, LLC; Investment related - Yes; Miami, Florida; Real Estate; Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 1; Investment Decisions/Advice, Check Signing/Funds Disbursements, Business Development/Growth, Accounting/Bookkeeping, Administrative *319 -PERMONT SUSTAINABLE, LLC; Investment related - Yes; MIAMI, Florida; Biotechnology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 0; Owner. *472 - Rental Property; Investment related: Yes; Madrid, Spain; Real Estate; Landlord (proprietor, partner, officer, director, employee, trustee, agent); 11/2019; During business hours: 0; After business hours: 0; Landlord *602823 - RELATO DESIGN LLC; Investment Related - Yes; MIAMI, Florida; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 0; Other.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-09