LPL Financial
47yrs
Top advisor by experience in San Diego
18yrs
Jerwin Paz
Financial advisor at Morgan Stanley
Jerwin Paz is a fiduciary financial advisor in San Diego, California, with 18 years in the industry. After seven years at Wells Fargo Advisors and a year at J.P. Morgan Securities, Jerwin joined Morgan Stanley in 2021, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 56% of advisors nationwide
Office16644 West Bernardo Drive Suite 400, San Diego, CA 92127
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowMorgan StanleyCurrent firm
- 2013 – 2021Wells Fargo Clearing Services, LLCPreviously
- Oct 2012 – Sep 2013J.P. Morgan Securities LLCPreviously
- 2010 – 2012Chase Investment Services Corp.Previously
- Nov 2008 – Mar 2010Wells Fargo Clearing Services, LLCPreviously
Contact Jerwin
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Jerwin. 16644 West Bernardo Drive Suite 400San Diego, CA 92127Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Jerwin
Tailored to Jerwin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jerwin
How do I contact Jerwin?
Call Morgan Stanley at (914) 225-5510 and ask for Jerwin Paz. Jerwin works from the San Diego, CA office.
How long has Jerwin been a financial advisor?
Jerwin has been in the industry since 2008, about 18 years. More experience than 56% of advisors nationwide.
What licenses does Jerwin hold?
Series 66. Tap any license on this page to see what it allows.
Is Jerwin a fiduciary?
Jerwin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerwin paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Jerwin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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