JW
JW

Julie Wilbus

10 Years of Experience
Palm Beach Gardens, FL
Broker

Julie Wilbus is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410

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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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Employment History
Current Registrations
Wells Fargo Advisors
April 2024 - Present · 2 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 3 mos
Previous Registrations
Morgan Stanley
April 2021 - April 2024 · 3 yrs
Morgan StanleyBroker
April 2021 - April 2024 · 3 yrs
First Republic Investment Management, INC.
January 2020 - March 2021 · 1 yr 2 mos
First Republic Securities Company, LLCBroker
January 2020 - March 2021 · 1 yr 2 mos
J.P. Morgan Securities LLC
July 2019 - January 2020 · 6 mos
J.P. Morgan Securities LLCBroker
May 2019 - January 2020 · 8 mos
Chase Investment Services CORP.Broker
January 2010 - June 2011 · 1 yr 5 mos
Banc One Securities Corporation
January 2002 - April 2003 · 1 yr 3 mos
Banc One Securities CorporationBroker
December 2001 - April 2003 · 1 yr 4 mos
Pruco Securities CorporationBroker
October 2000 - November 2001 · 1 yr 1 mo
State Registrations1 state
FL
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.