Jessica Diaz

Employer firm

Aliya Capital Partners LLC CRD 305988

$5.34B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 08/2017
  Beta Capital Management Lp
  Miami, FL
• 02/2017 → 05/2017
  Nbc Universal International
  Coral Gables, FL
• 08/2015 → 01/2018
  Weichert Realtors - Nustar Associates
  Miami, FL
• 01/2015 → 05/2018
  University Of Miami
  Coral Gables, FL
• 03/2018 → 04/2019
  Morgan Stanley Wealth Management
  Miami, FL
• 05/2019 → 09/2021
  Bessemer Trust
  Miami, FL
• 09/2021 → 03/2026
  Bny Mellon Wealth Management
  Miami, FL
• 08/2023 → 03/2026
  Bny Mellon Securities Corporaiton
  Miami, FL
• 03/2026 → Present
  Aliya Capital Partners Llc
  Miami, FL

Previous Registrations

• 2018-11-13 → 2019-04-30
  Morgan Stanley
  Miami Beach, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-03
• S63 Uniform Securities Agent State Law Examination
  2018-10-13

Designations

• Chartered Financial Analyst