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Juan T Acosta

Morgan Stanley

Modesto, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-26
CA RA APPROVED 2019-10-28
  • TX RA
    APPROVED
    Since 2021-08-26
  • CA RA
    APPROVED
    Since 2019-10-28

Branch Locations

1020 10Th Street 2Nd Floor, Modesto, CA 95354 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Chase Bank Modesto CA 04/2015 08/2019
Jpmorgan Securities Llc Modesto CA 04/2015 08/2019
Morgan Stanley Modesto CA 08/2019 Present
Morgan Stanley Private Bank, N.A New York NY 08/2019 Present
  • 04/2015 → 08/2019
    Jpmorgan Chase Bank
    Modesto, CA
  • 04/2015 → 08/2019
    Jpmorgan Securities Llc
    Modesto, CA
  • 08/2019 → Present
    Morgan Stanley
    Modesto, CA
  • 08/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-28
S63 Uniform Securities Agent State Law Examination 2015-05-13
  • S65 Uniform Investment Adviser Law Examination
    2019-10-28
  • S63 Uniform Securities Agent State Law Examination
    2015-05-13
Other Names
  • Juan T Acosta
  • Juan T Acosta
  • Juan Tadeo Acosta

View on SEC IAPD

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U.S. BANCORP ADVISORS, LLC

Other Investors

TODD E BARTON
KATRINA M MORGANSON
JESSE G CORTEZ
CALVIN L HEIM
BRIAN WAYNE STEVENS
VICKY M JOHNSON
CORY ALAN KELLY
ANGELO MICHAEL GIANNOSA

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
PRINCIPAL SECURITIES, INC. · MODESTO, CA
LPL FINANCIAL LLC · MODESTO, CA
INTEGRAL WEALTH MANAGEMENT · Modesto, CA
OLIVEIRA WEALTH · MODESTO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Modesto, CA
OSAIC WEALTH, INC. · MODESTO, CA

More in Modesto, CA

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