Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia McCray is a financial advisor with J.P. Morgan Securities LLC. Julia has been in the industry since 2003 and has experience with both individual and business clients. Julia provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Julia is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 10, 24, 63, and 65 licenses. Julia is also a Certified Financial Planner (CFP®).
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
1
2
AZ
04/18/2019 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
02/26/2014 - 04/29/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
06/28/2013 - 02/07/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
GA
04/04/2013 - 07/01/2013
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/04/2013 - 07/01/2013
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
04/04/2013 - 07/01/2013
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
08/31/2007 - 01/18/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/04/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
MA
03/18/2002 - 07/31/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/18/2002 - 07/31/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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