Juan Camilo Isaza

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

• 12/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Miami, FL
• 11/2016 → 04/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 04/2021 → Present
  Morgan Stanley Smith Barney Llc
  Miami, FL

Previous Registrations

• 2015-12-11 → 2021-04-14
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 2012-10-01 → 2015-12-08
  J.P. Morgan Securities Llc
  Morris Plains, NJ
  Miami Beach, FL
• 2009-12-14 → 2012-10-01
  Chase Investment Services Corp.
  Morris Plains, NJ
  Morristown, NJ
  Morris Plains, NJ

Exams

• S66 Uniform Combined State Law Examination
  2009-01-06

Other Names

• Juan Camilo Isaza
• Juan Camilo Isaza Sanchez