Julius Agbonbhase is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julius is the Vice President 2 for ACCIOBA North America, a civic/religious/community organization, since 2021. He spends minimal time on fundraising and assisting the President.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Morgan StanleyBroker
Morgan Stanley
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations53 states
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