Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Ann Zarn is a financial advisor registered with J.P. Morgan Securities LLC since 2012. Julie has been in the industry since 1998 and holds Series 6, 7, 63 and SIE licenses. Before joining J.P. Morgan Securities LLC, Julie worked at Chase Investment Services Corp., Hambrecht & Quist LLC, Rodman & Renshaw Inc., and Bear, Stearns & Co.. Julie works with clients in California, Connecticut, Florida, Illinois, Michigan, New Jersey, New York, and Wisconsin.
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
IL
10/01/2012 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
NJ
07/14/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WESTWOOD NJ)
CA
03/23/1995 - 05/12/1998
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NA
04/01/1982 - 10/13/1987
BEAR, STEARNS & CO. INC.
NA
10/23/1980 - 09/22/1983
RODMAN & RENSHAW INC.
NA
02/05/1982 - 03/03/1982
BEAR, STEARNS & CO.
NA
07/09/1981 - 08/28/1981
KIDDER, PEABODY & CO. INCORPORATED
BC
Issued 07/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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