JC
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Julia Cohen

36 Years of Experience
Albuquerque, NM
Broker

Julia Cohen is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 36 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Julia owns rental property since 1986, acting as a landlady. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 1993 - April 2007 · 14 yrs 1 mo
Morgan Stanley Dw INC.Broker
October 1989 - April 2007 · 17 yrs 6 mos
Unisource Investment GroupBroker
September 1987 - October 1987 · 1 mo
State Registrations21 states
ALAZCACODCFLILINKYMIMONCNJNMNYOHOKTNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.