JM
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Julianne Melulis

11 Years of Experience
St Louis, MO
Broker

Julianne Melulis is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in St Louis, MO, with 11 years of industry experience. Julianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 N Brentwood Blvd, St Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
August 2022 - February 2026 · 3 yrs 6 mos
U.S. Bancorp Investments, INC.
August 2022 - February 2026 · 3 yrs 6 mos
Fidelity Personal and Workplace Advisors
January 2020 - January 2021 · 1 yr
Fidelity Brokerage Services LLCBroker
December 2019 - January 2021 · 1 yr 1 mo
Morgan Stanley
November 2018 - September 2019 · 10 mos
Morgan StanleyBroker
November 2018 - September 2019 · 10 mos
Banc One Securities CorporationBroker
November 1993 - April 1994 · 5 mos
First Chicago Investment Services, INC.Broker
November 1991 - August 1993 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
September 1989 - October 1991 · 2 yrs 1 mo
J. W. Gant & Associates, INC.Broker
January 1989 - June 1989 · 5 mos
The Stuart-James Company, IncorporatedBroker
May 1988 - January 1989 · 8 mos
Transamerica Financial Resources, INC.Broker
July 1987 - August 1988 · 1 yr 1 mo
Transamerica Securities Sales CorporationBroker
July 1987 - August 1988 · 1 yr 1 mo
State Registrations2 states
ILMO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Julianne Melulis - Financial Advisor | TrueAdvisor