Jesus Ramos
Investment adviser representative at Morgan Stanley
21 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Morgan StanleyMay 2025 to now
- Next FinancialDec 2023 to May 2025
- UnemployedSep 2023 to Dec 2023
- UnemployedFeb 2023 to Apr 2023
- New York LifeJul 2022 to Feb 2023
- The Broughton Investment Group, Inc.Apr 2022 to Aug 2023
- N/aFeb 2021 to Jul 2022
- StudentAug 2019 to Feb 2021
- Stay At Home ParentSep 2005 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7582753
- Firm CRD
- 149777