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Julie Shoemaker

25 Years of Experience
Denver, CO
Broker

Julie Shoemaker is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 25 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

250 Fillmore Street, Suite 104, Denver, CO, 80206

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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

Julie is involved with YouTube, focusing on technology-related content. This activity started in September 2024 and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 10 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
December 2011 - August 2013 · 1 yr 8 mos
J.P. Morgan Securities LLCBroker
October 2008 - December 2010 · 2 yrs 2 mos
J.P. Morgan Securities INC.Broker
December 2002 - October 2008 · 5 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1999 - July 2002 · 3 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.