MJ
MJ

Madeline Julian

2 Years of Experience
Tempe, AZ
Broker

Madeline Julian is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 2 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

58 South River Drive, Suite 401, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Madeline works as an employee providing customer service at Kelso Theater Pub, a restaurant/bar/nightclub in Kelso, Washington. This takes about a quarter of her time after business hours.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
State Registrations1 state
AZ
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.
Madeline Julian - Financial Advisor | TrueAdvisor