Alexandra Jara Martinez

CRD 7332927

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-15
FL	RA	APPROVED	2023-05-10

TX RA
APPROVED

Since 2023-05-15
FL RA
APPROVED

Since 2023-05-10

Branch Locations

Wimauma, FL • United States

4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Tampa	FL	03/2021	Present
Regions Bank	Tampa	FL	11/2017	03/2021
Vans	Tampa	FL	06/2017	12/2018
The Pub	Tampa	FL	07/2016	10/2017
Le Macaron	Tampa	FL	02/2016	02/2018
University Of South Florida	Tampa	FL	08/2016	07/2020

03/2021 → Present

Morgan Stanley

Tampa, FL
11/2017 → 03/2021

Regions Bank

Tampa, FL
06/2017 → 12/2018

Vans

Tampa, FL
07/2016 → 10/2017

The Pub

Tampa, FL
02/2016 → 02/2018

Le Macaron

Tampa, FL
08/2016 → 07/2020

University Of South Florida

Tampa, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-09

S66 Uniform Combined State Law Examination

2023-05-09

View on SEC IAPD

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