BJ
BJ

Brandie Julian

2 Years of Experience
Knoxville, TN
Broker

Brandie Julian is a registered investment advisor at Morgan Stanley, based in Knoxville, TN, 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

Landmark Center, 1111 North Shore Dr Ste N-160, Knoxville, TN, 37919

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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

Brandie is a director for the Smoky Mountain Music Festival, a family business, since 2015. She spends a few hours per week on administrative, accounting, business development, customer service, and sales/marketing tasks.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
October 2023 - Present · 2 yrs 9 mos
State Registrations43 states
AKALARAZCACOCTDCFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNENJNMNVNYOHOKPASCTNTXVAVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.