JB
JB

Julie Brandon

4 Years of Experience
Nashville, TN
Broker

Julie Brandon is a registered investment advisor at Morgan Stanley, based in Nashville, TN, 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

3102 West End Avenue, Suite 200, Nashville, TN, 37203

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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

Julie owns a second home that she rents out since 2021, dedicating minimal time to property management. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
January 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
State Registrations27 states
ALCACODCFLGAILINKSLAMAMDMIMSNCNHNMNYOHPASCTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.