Giovanni A Moncada

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

• 09/2021 → 12/2021
  Equitable Advisors, Llc
  Houston, TX
• 07/2021 → 12/2021
  Bridgestone
  Richmond, TX
• 04/2018 → 05/2021
  Giovanni Moncada
  Tulua
• 09/2016 → 11/2017
  Golden Infusions
  Medellin
• 12/2017 → 03/2018
  Unemployed
  Valle
• 12/2021 → 10/2023
  J.P. Morgan Securities Llc
  Houston, TX
• 12/2021 → 10/2023
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 10/2023 → Present
  Morgan Stanley
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-07
• S63 Uniform Securities Agent State Law Examination
  2021-11-02

Other Names

• Giovanni Andres Moncada
• Giovanni Moncada