JF
JF

Julie Fujimoto

28 Years of Experience
Piedmont, CA
Broker

Julie Fujimoto is a registered investment advisor at Morgan Stanley, based in Piedmont, CA, with 28 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

Piedmont, CA

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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

Julie is a sole proprietor and owner of a rental property in San Francisco since 2006. She dedicates minimal time to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
UBS Financial Services INC.
June 2003 - March 2025 · 21 yrs 9 mos
UBS Financial Services INC.Broker
April 2003 - March 2025 · 21 yrs 11 mos
Eainvest Securities, INC.Broker
March 2002 - April 2003 · 1 yr 1 mo
Charles Schwab & CO., INC.Broker
September 1999 - December 2001 · 2 yrs 3 mos
Waterhouse Securities, INC.Broker
January 1997 - July 1999 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.