Julian Naiken (CRD# 6817957) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in South Richmond Hill, NY and has over 6 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Great Neck, NY | Sep 2019 - Current | 4 |
| Jp Morgan Chase Bank, N.a. | Great Neck, NY | Sep 2019 - Current | 4 |
| Santander Securities, LLC | Dorchester, MA | Jun 2017 - Aug 2019 | 2 |
| Santander Bank, Na | Boston, MA | Dec 2016 - Aug 2019 | 2 |
| Unemployed | Jamaica, NY | Apr 2016 - Nov 2016 | < 1 |
| New York Community Bank | College Point, NY | Feb 2016 - Mar 2016 | < 1 |
| Citibank, N.a. | Great Neck, NY | Mar 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
- TX
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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