Jose Marrujo

First Vice President, International Client Advisor, Sports and Entertainment Director

Contact Me
Jose Marrujo

MY MISSION STATEMENT

I provide comprehensive financial management to help create a sound, comfortable future.

My Story and Services

My Story

I began my career at the largest financial firm in Mexico before immigrating to the United States in 2000. I have spent the past 20 years honing my skills to understand and advise clients in budgeting, planning, investing and making smart choices about their finances to last well into the future.

I understand what it is like to be an international client.  I also understand what it is like to succeed at an early age in a new country, where you may not speak the language or know the customs.  I am here to help you understand the system, solve problems and make smart financial decisions.  My job is to help you protect your money, provide for your family and invest for the future so you can keep living the life you dreamed when you began your career.


Services Include

  • Retirement Planning
  • Sustainable Investing
  • Trust Accounts
  • Asset Management
  • Financial Planning
  • Lending Products
  • Professional Portfolio Management
  • Wealth Consulting
  • Wealth Management

Securities Agent: AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MD, ME, MN, MS, NE, NJ, NY, OH, OK, OR, PA, SD, TN, TX, WA, WI; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1285016


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Global Sports & Entertainment

I am a proud member of Morgan Stanley Global Sports & Entertainment, a division committed to serving the complex financial needs of professional athletes and entertainers.  Our division was created because every sports and entertainment profession is unique, with its own characteristics, earning profile and career span. Our clients need Sports and Entertainment Directors who know their industry and how money flows from their work to their wallet.

Like all of my fellow Sports and Entertainment Directors, I was chosen for my advanced experience working in very specific fields.   One of my specific fields is professional baseball players from Latin America.  I understand the unique financial challenges of major league players and can craft customized financial strategies that are tailored to their needs.  Delivering the powerful resources of Morgan Stanley, one of the world’s leading financial services firms, I work to translate our client’s goals into a financial strategy designed to help grow assets, preserve wealth and ensure a successful financial life and legacy.


International

Another of my specific fields is International Wealth Specialist.  As a certified International Client Advisor, I bring my first-hand global perspective to meet the comprehensive financial management needs of non-resident clients.  Financial regulations and laws vary from country to country and often change with the prevailing political winds.  My up-to-date knowledge of these requirements, along with a familiarity of other countries’ cultural norms, allows me to provide the situation-specific advice my clients require.  I collaborate with their tax and legal advisors to coordinate financial strategies, estate planning and other issues unique to them.

IWM Portuguese Brochures

General Capabilities - Portuguese
At-A Glance Placemat - Portuguese
Overview Factsheet - Portuguese

IWM English Brochures

General Capabilities - English
At-A Glance Placemat - English
Overview Factsheet - English

IWM Spanish Brochures

General Capabilities - Spanish
At-A-Glance Placemat - Spanish
Overview Factsheet - Spanish


Working With You

Working With You

I begin by understanding your life and your priorities.  Then I use my experience and insight along with my knowledge of international financial markets to create a strategy that suits you. My job is to help you navigate the world of budgeting, planning and investing to create the kind of financial foundation that can last far into the future.

This client-centered approach allows me to serve a diverse clientele that includes many professional athletes, as well as high-net-worth / ultra-high-net-worth national and international clients.  You can depend on me to work closely with your other key advisors - lawyers, agents and accountants - to understand your unique financial picture and make decisions based on your best interests.  Whether you want me to manage every aspect of your financial life or you prefer to be more actively involved, I will always tailor my services to what works for you.

Location

Location

  • 8300 Norman Center Dr Ste 1150
  • Bloomington, MN 55437


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact Jose Marrujo today.

    Dow    181.18

    26031.81
    4:48PM

    Nasdaq    67.83

    7527.54
    5:15PM

    S&P 500    17.79

    2792.67
    4:48PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Not all products and services are available to clients outside of the United States.

    Awards Disclosures