Jose Edery

Current Employers

Employment History

• 01/2015 → 06/2023
  Morgan Stanley
  Aventura, FL
• 02/2015 → 07/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Aventura, FL
• 09/2023 → Present
  Bank Of America, N.A.
  Aventura, FL

Previous Registrations

• 2015-02-02 → 2023-07-18
  Morgan Stanley
  Aventura, FL
• 2013-02-15 → 2015-02-06
  Rbc Capital Markets, Llc
  Miami, FL

Other Businesses

2) TURBO HOLDINGS, LLC: IT IS MY WIFE'S FAMILY INVESTMENT. I AM NOT PERSONALLY INVOLVED. NO DUTIES. 02/19/2010. Wholesale. Av. Aquilino de la Guardia con calle 47, Ocean Business Plaza, office 2201, Marbella, ciudad de Panama. Panama. 3) AZUL FERTILITY EXPERTS, S.A: IT IS MY WIFE'S FAMILY INVESTMENT. I AM NOT PERSONALLY INVOLVED. NO DUTIES. 07/19/2019. Fertility Center. Mata Redonda, sabana sur, building Abdin floor 1st. San Jose , Costa Rica. I*1409263For profit or not for profit: Name of outside business organization: COZCOZ INVESTMENTS LLCInvestment related: NAddress of business: , , , Nature of business: Position, title, association: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , NO DUTIES. INOPERTIVE COMPANY.I*1409269For profit or not for profit: Name: SIV INVESTMENTS LLCInvestment related: NAddress of business: , , , Nature of business: Position: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , NO DUTIES. WIFE'S FAMILY PASSIVE INVESTMENT.I*1410270For profit or not for profit: Name: SMR CAPITAL GROUP LLCInvestment related: NAddress of business: , , , Nature of business: Position: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , NO DUTIES. IT IS MY WIFE'S PHC TO INVEST IN SIV INVESTMENTS LLC.I*1397444For profit or not for profit: Entity For ProfitName: CLAVE HOLDINGS LLCInvestment related: NAddress of business: Sunny Isles Beach, Florida, 33160, United StatesNature of business: ["Limited Liability Company"]Position: ["Director"], Start date of relationship: 2/19/2010Number of hours devoted: 0 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , PERSONAL HOLDING COMPANY OF MY WIFE'S FAMILY. I DO NOT HAVE DUTIES.I*1407294For profit or not for profit: Name: Highline Investment LLCInvestment related: NAddress of business: , , , Nature of business: Position: , Start date of relationship: Number of hours devoted: hour(s) Number of hours devoted during trading hours: Duties: , No dutiesI*2575349, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: Golden Beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee State Date: 06/13/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2575351, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: Golden Beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee State Date: 06/13/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:I*3398276, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: Golden beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee Start Date: 12/01/2025, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3456268, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: Golden Beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*3456269, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: golden beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:I*3506265, Entity Type: , Name: J E TTEE C V TTEE U/A DTD 06/13/2025 , Address: golden beach, Florida, 33160, Investment Related: N, Position: Co-Trustee, Employee Start Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: I*5600269 Name of OBA: J E TTEE C V TTEE U/A DTD 06/13/2025 Address: Golde beach, Florida, 33160 Investment: No Association: Co-Trustee Start Date: 9/1/26 Hours: 0, Yearly Hours during trading: 0, Yearly Duties: Spouse

Exams

• S66 Uniform Combined State Law Examination
  2012-07-27

Other Names

• Jose Edery Cohen