BJ
BJ
Benjamin Julianel is a registered investment advisor, based in Irvine, CA, with 17 years of industry experience. Benjamin is also registered as a broker, so some compensation may come from commissions on products sold.
Location
9890 Irvine Center Drive, Irvine, CA, 92618
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2022Settled
Other Business ActivitiesSells Insurance
Benjamin is the Founder and CEO of Navigators Advisory Group, an investment, life insurance, and financial planning firm. He oversees the firm's operations, meets with clients, and prospects, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Valmark Advisers, INC.
July 2022 - Present · 4 yrs 3 mos
Valmark Securities, INC.Broker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Fdp Wealth Management, LLC
July 2022 - July 2023 · 1 yr
Securian Financial Services, INC.
October 2009 - July 2022 · 12 yrs 9 mos
Securian Financial Services, INC.Broker
September 2009 - July 2022 · 12 yrs 10 mos
State Registrations30 states
ALARAZCACOCTDEFLGAHIIDILKSLAMDMNNCNENMNVNYOKORPASCTXUTVAWAWY
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.
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