Javier Arturo Rodriguez

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

• 05/2017 → Present
  Morgan Stanley
  Plano, TX
• 06/2016 → 04/2017
  Hilton
  Addsion, TX
• 10/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

NAME OF BUSINESS: Nammi Food Truck INVESTMENT RELATED: Not Investment related CITY/STATE: Dallas, Texas NATURE OF BUSINESS: Restaurant TITLE: Independent Contractor START DATE: 05/2017 DURING BUSINESS HOURS: 0 AFTER BUSINESS HOURS: 5 *388326 - Regional Hispanic Contractors Association; Investment related - No; Dallas, Texas; Civic/Community; Capital Campaign Committee Vice Chairman, Board Member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 4; After business hours: 4; Business Development/Growth, Fundraising * 392869 - ALPFA; Investment related No; Austin, TX; Education, Civic/Community; Board Member, (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020; During business hours: 1; After business hours: 6; Accounting/Bookkeeping, Business Development/Growth.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-28