MJ
MJ
Michael Julian is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, with 32 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
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2002Denied
Other Business Activities
Michael is a sole proprietor/owner/partner of Kelso Theater Pub since 1997, spending minimal time on it. He also holds power of attorney and manages a second home, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1994 - April 2007 · 13 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 1993 - April 2007 · 13 yrs 11 mos
State Registrations34 states
AKAZCACOCTFLGAHIIDINKSKYMAMDMIMNMOMSMTNCNDNHNJNMNVNYOHORRITXUTVAWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.