JC
JC

Julius Cobb

16 Years of Experience
Pepper Pike, OH
Broker

Julius Cobb is a registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 16 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
Loading...

Location

31099 Chagrin Boulevard, Pepper Pike, OH, 44124

Get directions

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.

Learn about disclosures →
Other Business Activities

Julius is the organizer of a real estate LLC since May 2020, dedicating minimal time outside business hours to business development and growth. He is also involved in real estate management since June 2020, but spends no time on it.

Employment History
Current Registrations
Morgan StanleyBroker
August 2019 - Present · 6 yrs 9 mos
Morgan Stanley
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2014 - July 2019 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
May 2014 - July 2019 · 5 yrs 2 mos
First Clearing, LLCBroker
November 2013 - November 2014 · 1 yr
Wells Fargo Advisors Financial Network, LLC
June 2011 - November 2013 · 2 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2011 - November 2013 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
November 2009 - November 2013 · 4 yrs
Wells Fargo Advisors, LLCBroker
November 2009 - November 2013 · 4 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.