Julian BartolomeiCRD 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 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|J.p. Morgan Securities LLC||San Diego, CA||May 2015 - Current||2|
|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|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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