Juan Felipe F Casas

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

• 03/2025 → Present
  Morgan Stanley
  Miami, FL
• 06/2023 → 07/2023
  Bancolombia Capital
  Miami, FL
• 05/2021 → 07/2021
  Louisiana Department Of Justice Attorney General's Office
  Baton Rouge, LA
• 06/2019 → 03/2020
  Westhem Consulting Llc
  Bogota
• 08/2018 → 06/2019
  Ripel Sas
  Bogota
• 08/2013 → 06/2018
  Colegio Nueva Granda
  Bogota
• 07/2019 → 12/2022
  Universidad Pontifica Javeriana
  Bogota
• 01/2023 → 12/2024
  Florida International University
  Miami, FL

Other Businesses

*634803 - Monarca Eagle Capital LLC; Investment Related - Yes; Miami, Florida; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2022; During Business Hours: 0; After Business Hours: 5; Business Development/Growth. *634807 - Universal FCM BUSINESS LLC; Investment Related - Yes; Miami, Florida; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2022; During Business Hours: 0; After Business Hours: 5; Business Development/Growth.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-26

Other Names

• Juan Felipe Casas
• Juan F Casas Prados
• Juan F Casas