Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Kathleen Murray is a financial advisor with J.P. Morgan Securities LLC. Julie is licensed to provide financial advice in California. Julie has a wealth of experience in the financial services industry, having been active in the field since 2016. Julie is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals. Julie is passionate about helping her clients make informed decisions about their investments, financial planning, and retirement savings.
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
03/07/2022 - Present
J.p. Morgan Securities LLC (CARLSBAD CA)
CA
05/06/2016 - 04/27/2017
J.P. MORGAN SECURITIES LLC (OCEANSIDE CA)
BC
Issued 02/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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