Julian Bartolomei, financial advisor La Jolla CA
90 score

Julian Bartolomei

CRD Number: 6015085
Current Firm: J.p. Morgan Securities LLC

Julian Bartolomei (CRD# 6015085) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in La Jolla, CA and has over 4 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor La Jolla CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Score
106
Similar Advisors
Thomas Brenner, financial advisor La Jolla CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Score
106
Similar Advisors
John O'Reilly, financial advisor La Jolla CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Score
103
Company Name Location Dates Years
J.p. Morgan Securities LLC San Diego, CA May 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2015 < 1
Morgan Stanley Los Angeles, CA Oct 2014 - May 2015 < 1
J.p. Morgan Securities LLC San Diego, CA Oct 2012 - Oct 2014 2
Jpmorgan Chase Bank San Diego, CA Aug 2010 - Oct 2014 4
Chase Investment Services Corp San Diego, CA Jan 2012 - Oct 2012 < 1
Unemployed San Diego, CA Jun 2010 - Aug 2010 < 1
Wells Fargo Bank San Diego, CA Mar 2010 - Jun 2010 < 1
Wells Fargo Bank San Diego, CA Sep 2009 - Mar 2010 < 1
Wells Fargo Bank San Diego, CA May 2009 - Sep 2009 < 1
Wells Fargo Bank Phoenix, AZ Mar 2008 - May 2009 1
Wells Fargo Bank Phoenix, AZ Jan 2006 - Mar 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Julian A. Bartolomei
Phone Number: 800-999-2000
Firm Website: https://www.jpmorgan.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    70,743
    MILLIONS
  • Total Number of Accounts
    344,720
    ACCOUNTS
  • Average Account Value
    $205,219
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.