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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Johnathan Julich is a financial advisor with over 17 years of experience in the financial services industry. James has been with Morgan Stanley since 2015. Prior to that, James worked for J.P. Morgan Securities LLC and Chase Investment Services Corp. James holds Series 7 and 66 securities licenses and is registered in multiple states. James specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. James also has experience working with banking or thrift institutions, corporations, and state or municipal government entities. James is a member of Blazer Capital LLC, a real estate company based in Lincoln, NE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/02/2020 - Present
Morgan Stanley (West Palm Beach FL)
NJ
10/01/2012 - 06/17/2015
J.P. MORGAN SECURITIES LLC (MILLBURN NJ)
NJ
11/17/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILLBURN NJ)
NJ
10/06/2004 - 11/08/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (FLORHAM PARK NJ)
BOTH
Issued 11/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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