Jacobo Tamayo

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

• 01/2025 → Present
  Morgan Stanley
  Miami, FL
• 05/2024 → 12/2024
  Santander Private Banking International
  Miami, FL
• 06/2023 → 07/2023
  Sacyr Usa
  Miami, FL
• 08/2020 → 05/2024
  University Of Miami
  Coral Gables, FL
• 08/2016 → 06/2020
  American School Of Madrid
  Madrid

Other Businesses

*624664 - Subit Subleaasing, Corp; Investment Related - Yes; MIAMI, Florida; Technology; Founder (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 10; Administrative, Customer Service, Fundraising.

Exams

• S66 Uniform Combined State Law Examination
  2025-06-16