Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juliana? Claim Your ProfileJuliana M. Matson is a financial advisor with over 17 years of experience in the financial industry. Juliana has a strong track record of success working with both individuals and businesses. Currently, Juliana is with J.p. Morgan Securities LLC, but previously worked with BOFA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC OF AMERICA SECURITIES LLC. Juliana holds the Series 63, 24, SIE, 79, and 7 licenses.
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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2
CA
07/15/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
05/10/2019 - 06/22/2023
BOFA SECURITIES, INC. (SAN FRANCISCO CA)
CA
09/30/2015 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
01/21/2004 - 04/10/2008
BANC OF AMERICA SECURITIES LLC (SAN FRANCISCO CA)
NY
11/20/1998 - 10/24/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 04/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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