Edmundo Del Valle Diharce

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

• 01/2019 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 01/2019 → 08/2024
  Jpmorgan Securities Llc
  Houston, TX
• 04/2007 → 12/2018
  J.P. Morgan
  Mexico City
• 09/2018 → Present
  Divali Holdings S.A. De C.V.
  Huixquilucan
• 05/2017 → Present
  Inmobiliaria Valer S.A. De C.V.
  Mexico City
• 10/2024 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 12/2024 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

(1) 641498 / Inmobiliaria Valer S.A. DE C.V. / Investment Related / Mexico / Real Estate / Partner / Start July 2017 / During business hours: 0; After business hours: 0; Partner only - since I live in the U.S., I am not involved in the day-to-day activities. We pay a company to work as a Property Manager and they do the taxes, they collect monthly payments and update contracts whenever is needed. (2) 642916 / Divali Holdings S.A. de C.V. / Investment Related / Mexico / It is a Holding Company that invests in properties (Real Estate). Also has a small investment in a small Hydroelectric that is located in one of the properties own by the Holding. / Partial Owner / Start June 2018 / During business hours: 0.5; After business hours: 0; Passive Investor.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-13
• S63 Uniform Securities Agent State Law Examination
  2019-10-16

Other Names

• Edmundo Del Valle