JG
JG

Jules Gimbernat

33 Years of Experience
Kirkland, WA
Broker

Jules Gimbernat is a registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 33 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

4000 Carillon Point, Suite 600, Kirkland, WA, 98033

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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

Jules is an independent marketing executive for Melaleuca, Inc. and Arbonne International, dedicating minimal time outside business hours to each. Jules also works in sales/marketing for Creekside Angling Company, spending about a quarter of their time outside business hours.

Employment History
Current Registrations
Morgan Stanley
August 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
August 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2013 - August 2020 · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2013 - August 2020 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1995 - December 2013 · 18 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1992 - December 2013 · 21 yrs 2 mos
State Registrations18 states
AZCACODEFLHIIDILKSMIMNNCNVORTNTXUTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.