Jaime Suarez

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

• 04/2011 → 08/2021
  Monex Securities, Inc.
  Houston, TX
• 04/2011 → 08/2021
  Monex Asset Management, Inc.
  Houston, TX
• 08/2021 → Present
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX
• 09/2021 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2011-04-26 → 2021-08-30
  Monex Asset Management, Inc.
  Houston, TX
• 2009-08-05 → 2011-01-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX

Other Businesses

*678312 - NICOTON HOLDINGS LLC; Investment related: Yes; TOMBALL, Texas; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 5; Holdimg copany to purchase 20% od intrest in two restaurants, TTY Holding Katy, LLC and TTY Holdings Cypress, LLC

Exams

• S66 Uniform Combined State Law Examination
  2009-08-03

Other Names

• Jaime Suarez Quiroz
• Jaime Suarez