Jordi Busse, financial advisor Boca Raton FL
88 score

Jordi Busse

CRD Number: 6222028
Current Firm: Morgan Stanley

Jordi Busse (CRD# 6222028) is an Investment Advisor Representative working at Morgan Stanley in Boca Raton, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Boca Raton, FL Jun 2014 - Current 2
Bentley University Boston, FL Aug 2011 - Jun 2014 2
Morgan Stanley Westboro, MA Sep 2013 - Mar 2014 < 1
Merrill Lynch Coral Gables, FL Jan 2013 - Jul 2013 < 1
Nephrology Associates Of South Miami Miami, FL Jun 2012 - Aug 2012 < 1
Loyola University Of Chicago Chicago, IL Aug 2010 - Jun 2011 < 1
Belen Jesuit Preparatory School Miami, FL Jul 2004 - Jun 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jordi R. Busse
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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