Juan Sebastian Florez Pelaez

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
  Tampa, FL
• 08/2024 → 01/2025
  Pride Technologies Llc
  New York, NY
• 04/2024 → 08/2024
  Year Up United
  Boston, MA
• 10/2023 → 07/2024
  Palm Aire Country Club
  Sarasota, FL
• 08/2022 → 11/2023
  Bento Asian Kitchen + Sushi
  Sarasota, FL
• 10/2021 → 08/2022
  Hana Sushi Lounge
  Bradenton, FL
• 08/2018 → 05/2022
  Lakewood Ranch High School
  Bradenton, FL
• 06/2021 → 10/2021
  Kona Grill
  Sarasota, FL
• 09/2020 → 06/2021
  Hana Sushi Lounge
  Bradenton, FL
• 12/2015 → 08/2018
  Imagine School At Palmer Ranch
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-02-13
• S63 Uniform Securities Agent State Law Examination
  2025-04-04

Other Names

• Juan Sebastian Florez