JJ
JJ
James Julich
21 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
James Julich is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, with 21 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2008Settled
Other Business Activities
James is a passive member of Blazer Capital LLC, a real estate company, since August 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
July 2015 - Present · 11 yrs
Morgan StanleyBroker
July 2015 - Present · 11 yrs
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - June 2015 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
October 2012 - June 2015 · 2 yrs 8 mos
Chase Investment Services CORP.Broker
November 2006 - October 2012 · 5 yrs 11 mos
Chase Investment Services CORP.
November 2006 - October 2012 · 5 yrs 11 mos
Financial Network Investment Corporation
November 2004 - November 2006 · 2 yrs
Financial Network Investment CorporationBroker
October 2004 - November 2006 · 2 yrs 1 mo
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.