Julian Copeland is a registered investment advisor at Pgim Investments LLC, based in Newark, NJ, with 10 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 45 clients with $320B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
655 Broad Street, Newark, NJ, 07102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Julian is a landlord and property owner through HoneyCope LLC, buying and renting houses to tenants since 2022. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Pgim Investments LLC
Prudential Investment Management Services LLC
Prudential Investment Management Services LLCBroker
Previous Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
State Registrations51 states
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