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Julia Ellen Bussie

JSB Capital Management, LLC

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About Julia Ellen Bussie

Julia Ellen Bussie is an Investment Advisor Representative with JSB Capital Management, LLC. Julia is registered with the state of California as an Investment Advisor Representative. Julia has been a registered professional in the securities industry since 12/14/1982 and in the investment advisory industry since 12/06/2011. The firm manages assets for individuals and high-net-worth individuals. Julia is licensed to offer investment advisory services in California and Texas.

Firm Information

Julia Bussie is currently registered with JSB Capital Management, LLC. JSB Capital Management, LLC is an investment advisor that manages approximately $9.78 million in assets for 91 clients. They primarily offer portfolio management services for individuals and have experience managing accounts for both high-net-worth individuals and individuals other than high-net-worth. The firm is based in [main office location].

$9.78M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julia Bussie’s Registration & Firm History

CA

04/22/2019 - Present

JSB Capital Management, LLC (DEL MAR CA)

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Licenses & Designations

IA

Issued 12/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1982

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julia Ellen Bussie.
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