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Kenneth James Julian

Washington Trust Advisors

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About Kenneth James Julian

Kenneth Julian is a registered Investment Advisor Representative with Washington Trust Advisors. Kenneth Julian has been in the industry since 1983 and is currently licensed in Connecticut, Florida, Massachusetts, New Mexico, and New York. Kenneth Julian has a Series 65 license and has been employed by Washington Trust Advisors since 2022. Kenneth Julian previously worked at Halsey Associates, Incorporated, The Washington Trust Company of Westerly, and Weston Financial Group, Inc. Kenneth Julian’s primary practice area is asset allocation and monitoring services.

Firm Information

Kenneth Julian is currently registered with Washington Trust Advisors. Washington Trust Advisors is a registered investment advisor based in Wellesley, MA. They provide financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, corporations, and pension plans. Their regulatory assets under management are approximately $1.9 billion.
Washington Trust Advisors

20 WILLIAM ST

WELLESLEY, MA 02481

$1.91B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation and monitoring services

Asset allocation and monitoring services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Julian’s Registration & Firm History

MA

09/14/2022 - Present

Washington Trust Advisors (WELLESLEY MA)

NA

06/12/1991 - 05/04/1992

PRUDENTIAL SECURITIES INCORPORATED

NA

04/02/1984 - 01/01/1989

PRUDENTIAL-BACHE SECURITIES INC.

NA

10/20/1983 - 04/02/1984

ADVEST, INC.

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Licenses & Designations

IA

Issued 04/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/26/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth James Julian.
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