Julia GroseCRD Number: 6267387
Current Firm: Charles Schwab & Company, Inc.
Julia Grose (CRD# 6267387) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Santa Monica, CA and has over 2 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Charles Schwab Bank||Santa Monica, CA||Jan 2016 - Current||< 1|
|Charles Schwab & Company, Inc.||Santa Monica, CA||Nov 2013 - Current||2|
|Hilton - The Boulders Resort||Carefree, AZ||Jun 2013 - Oct 2013||< 1|
|Valle Luna||Phoenix, AZ||Jul 2013 - Aug 2013||< 1|
|Ashley Furniture||Scottsdale, AZ||Jan 2012 - Jun 2013||1|
|Aerotek||Phoenix, AZ||Dec 2011 - Jan 2012||< 1|
|Holiday Inn||Flagstaff, AZ||Sep 2011 - Dec 2011||< 1|
|Aramark||Phoenix, AZ||May 2011 - Aug 2011||< 1|
|Hilton- Pointe Tapatio||Phoenix, AZ||Dec 2010 - May 2011||< 1|
|Us Air Force Academy||Usafa, CO||Jun 2009 - Dec 2010||1|
|Student||Phoenix, AZ||Jan 2004 - May 2009||5|
|Litchfield Park Rec||Litchfield Park, AZ||May 2008 - Aug 2008||< 1|
|Sears Essentials||Peoria, AZ||Nov 2007 - Feb 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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.