Julia Grose, financial advisor Phoenix AZ
93 score

Julia Grose

CRD Number: 6267387
Current Firm: Schwab Private Client Investment Advisory, Inc.

Julia Grose (CRD# 6267387) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry. Julia Grose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Schwab Private Client Investment Advisory, Inc. Phoenix, AZ Aug 2017 - Current < 1
Charles Schwab & Company, Inc. Phoenix, AZ Nov 2013 - Current 4
Charles Schwab Bank Los Angeles, CA Jan 2016 - Aug 2017 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Julia C. Grose
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    74,447
    MILLIONS
  • Total Number of Accounts
    158,678
    ACCOUNTS
  • Average Account Value
    $469,169
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, 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, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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