JO
JO

Julina Lee Ogilvie

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,093 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$2.7B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
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Location

20 Bay Street, Westport, CT, 06880

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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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Other Business Activities

Julina is a board member and Second Vice President of the Westport Woman's Club, a philanthropic organization. She assists with financial management and budgeting, dedicating minimal time to this role.

Employment History
Current Registrations
Principle Wealth
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
August 2011 - April 2020 · 8 yrs 8 mos
Lord, Abbett & CO. LLC
April 2005 - July 2011 · 6 yrs 3 mos
Lord, Abbett & CO. LLC
October 2002 - November 2004 · 2 yrs 1 mo
Lord Abbett Distributor LLCBroker
November 1997 - July 2011 · 13 yrs 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
Julina Lee Ogilvie - Financial Advisor | TrueAdvisor