Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerwin? Claim Your ProfileJerwin Paz is a financial advisor with over 15 years of experience in the industry. Jerwin is currently registered with Morgan Stanley and has been with the firm since February 2021. Prior to joining Morgan Stanley, Jerwin worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Jerwin specializes in providing investment advice to individuals, high-net-worth individuals, businesses, investment companies, charitable organizations, insurance companies, pension and profit sharing plans, and banking or thrift institutions. Jerwin's expertise includes asset allocation advice, financial planning, pension consulting, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/30/2023 - Present
Morgan Stanley (San Diego CA)
CA
09/03/2013 - 02/19/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
10/01/2012 - 09/04/2013
J.P. MORGAN SECURITIES LLC (VISTA CA)
CA
04/16/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CARLSBAD CA)
FL
10/31/2008 - 03/30/2010
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
BOTH
Issued 11/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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