JG
JG
Julian Gurule is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 4 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
6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110
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Regulatory History (1)
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Financial
May 2022Final
Employment History
Current Registrations
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
LPL Financial LLC
July 2020 - December 2020 · 5 mos
LPL Financial LLCBroker
January 2020 - December 2020 · 11 mos
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.