Jorge Luis Morasso

Current Employers

Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-03

FL RA
APPROVED

Since 2025-11-03

Branch Locations

Miami, FL • United States

Cpwm, 201 S. Biscayne Blvd 5Th Fl/Ste 530 & 6Th Fl/Ste 600, Miami, FL 33131 • United States

Cwm Retail, Sales 201 S. Biscayne Blvd, Miami, FL 33131 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley	Miami	FL	09/2014	10/2025
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	10/2025
Citigroup	Miami	FL	10/2025	Present

09/2014 → 10/2025

Morgan Stanley

Miami, FL
01/2015 → 10/2025

Morgan Stanley Private Bank, National Association

New York, NY
10/2025 → Present

Citigroup

Miami, FL

Previous Registrations

2014-09-23 → 2025-11-12

Morgan Stanley

Miami, FL
2014-02-18 → 2014-08-04

Brickell Global Advisory, Inc.

Miami, FL
1999-03-26 → 2005-02-08

Charles Schwab & Co., Inc.

Coral Gables, FL

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-10
S66	Uniform Combined State Law Examination	2004-04-02
S63	Uniform Securities Agent State Law Examination	1999-05-11

S65 Uniform Investment Adviser Law Examination

2013-12-10
S66 Uniform Combined State Law Examination

2004-04-02
S63 Uniform Securities Agent State Law Examination

1999-05-11

Other Names

Jorge Luis Morasso
Jorge Morasso

View on SEC IAPD