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Jose I Arguello

Morgan Stanley

Tampa, FL

Palm Harbor, FL

CRD 7353825

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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 2024-07-26
FL RA APPROVED 2023-04-28
  • TX RA
    APPROVED
    Since 2024-07-26
  • FL RA
    APPROVED
    Since 2023-04-28

Branch Locations

4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States

4114 Woodlands Parkway Suite 200, Palm Harbor, FL 34685 • 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
OrganizationCityStateFromTo
Morgan Stanley Tampa FL 06/2021 08/2021
Florida International University Miami FL 01/2019 12/2022
Miami Dade College Miami FL 08/2018 12/2018
Lincoln International Academy Managua 08/2011 06/2018
Morgan Stanley Tampa FL 01/2023 Present
Morgan Stanley Private Bank, N.A New York NY 07/2025 Present
  • 06/2021 → 08/2021
    Morgan Stanley
    Tampa, FL
  • 01/2019 → 12/2022
    Florida International University
    Miami, FL
  • 08/2018 → 12/2018
    Miami Dade College
    Miami, FL
  • 08/2011 → 06/2018
    Lincoln International Academy
    Managua
  • 01/2023 → Present
    Morgan Stanley
    Tampa, FL
  • 07/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-27
  • S66 Uniform Combined State Law Examination
    2023-04-27
Other Names
  • Jose Ignacio Arguello

View on SEC IAPD

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