Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian J. Kidd is a financial advisor at J.P. Morgan Securities LLC. Julian has over 10 years of experience in the financial services industry. Julian is registered with the Securities and Exchange Commission and is a member of FINRA. Julian has passed numerous securities exams including Series 7, Series 10, Series 31 and Series 66. Julian provides financial advice to individuals, businesses, and institutions. Julian has worked at several firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated and TIAA-CREF Individual & Institutional Services, LLC.
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
TX
12/05/2016 - Present
J.p. Morgan Securities LLC (PLANO TX)
TX
02/09/2012 - 11/25/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
CO
08/11/2011 - 01/23/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
02/01/2010 - 08/09/2011
AXA ADVISORS, LLC (DENVER CO)
CO
06/01/2009 - 01/11/2010
MORGAN STANLEY SMITH BARNEY (DENVER CO)
CO
10/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/15/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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