Julio BarrosCRD Number: 5436263
Current Firm: J.p. Morgan Securities LLC
Julio Barros (CRD# 5436263) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Miami, FL and has over 8 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|J.p. Morgan Securities LLC||Miami, FL||Oct 2012 - Current||4|
|Brickell Kids Club||Miami, FL||Jun 2009 - Current||7|
|B&c Partners LLC||Miami, FL||Jun 2006 - Current||10|
|Colombian Chamber Of Commerce||Miami, FL||Nov 2007 - Jan 2013||5|
|Chase Investment Services Corp||Miami, FL||Sep 2009 - Oct 2012||3|
|Ubs||Aventura, FL||Oct 2007 - Jan 2009||1|
|Cummins Inc.||Miami, FL||Oct 2000 - Sep 2007||6|
|Columbia Business School Mba||New York, NY||Feb 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
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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