Jose Manuel Romero Reynaud

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

• 05/2024 → Present
  Morgan Stanley
  Houston, TX
• 06/2023 → 04/2024
  Macsteel International Usa Corp
  Houston, TX
• 07/2019 → 12/2022
  Comercializadora Integral Vorivost
  Morelia
• 05/2017 → 07/2019
  Desarrolladora Inmobiliaria Proyectos 9
  San Pedro Garza Garcia
• 02/2017 → 07/2017
  Newtex Insurance
  El Paso, TX
• 08/2016 → 12/2016
  Ep Fitness
  El Paso, TX
• 12/2022 → 06/2023
  Unemployment
  Houston, TX

Other Businesses

*596154 - Investment related -No; Houston, Texas; Recreation; Golf Trainer(proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 3; Teach people how to play golf *596429- INVERKOLF S.C.; Investment related: Yes; Mexico; Consulting:Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2019; During business hours: 0; After business hours: 1; Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2024-07-02

Other Names

• Jose M Romero Reynaud