JB
ChFC
JB
ChFC
Julian Benitez is a ChFC-designated registered investment advisor, based in Tucson, AZ, with 33 years of industry experience.
Location
3567 E Sunrise Dr., Ste 105, Tucson, AZ, 85718
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2016Denied
Other Business ActivitiesSells Insurance
Julian owns TATA Real Estate, LLC since 2005, gathering rental income and performing upkeep duties, dedicating minimal time. Julian is also a notary since 2010, dedicating minimal time, and an advisory representative of a RIA, spending nearly full-time hours. Julian is also a Managing Partner at JNJ Wealth Management Group, LLC, selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2017 - Present · 9 yrs
Cambridge Investment Research Advisors, INC.
May 2017 - Present · 9 yrs
Cambridge Investment Research, INC.
May 2017 - Present · 9 yrs
Previous Registrations
Commonwealth Financial Network
February 2015 - May 2017 · 2 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2015 - May 2017 · 2 yrs 3 mos
Bgr Financial Group, LLC
August 2007 - March 2015 · 7 yrs 7 mos
Mutual Securities, INC.Broker
June 2007 - February 2015 · 7 yrs 8 mos
Brookstreet Capital Management
November 2005 - June 2007 · 1 yr 7 mos
Brookstreet Securities CorporationBroker
October 2005 - June 2007 · 1 yr 8 mos
UBS Financial Services INC.
January 2003 - October 2005 · 2 yrs 9 mos
UBS Financial Services INC.Broker
May 2000 - October 2005 · 5 yrs 5 mos
Prudential Securities IncorporatedBroker
February 1993 - May 2000 · 7 yrs 3 mos
Northwestern Mutual Investment Services, INC.Broker
February 1993 - March 1993 · 1 mo
State Registrations5 states
AZNCNVTXUT
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.