Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Grinshpun is a financial professional with over 12 years of experience in the financial services industry. Julia is currently registered with J.P. Morgan Securities LLC and has held previous positions at Wells Fargo Securities, LLC and Wells Fargo Investments, LLC. Julia's current role involves providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Julia specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
12/16/2021 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
NC
07/22/2009 - 02/11/2011
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
CA
05/05/2004 - 12/02/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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