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Julianne Cate Copeland

Halbert Hargrove

Long Beach, CA

CRD 7676029

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-10
  • CA RA
    APPROVED
    Since 2025-03-10

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modern Money London NL 01/2020 03/2020
Halbert Hargrove Long Beach CA 08/2022 Present
Vacaville Gymnastics Vacaville CA 06/2016 03/2020
California State University Of Long Beach Long Beach CA 08/2018 05/2022
Will C. Wood High School Vacaville CA 08/2014 06/2018
  • 01/2020 → 03/2020
    Modern Money
    London, NL
  • 08/2022 → Present
    Halbert Hargrove
    Long Beach, CA
  • 06/2016 → 03/2020
    Vacaville Gymnastics
    Vacaville, CA
  • 08/2018 → 05/2022
    California State University Of Long Beach
    Long Beach, CA
  • 08/2014 → 06/2018
    Will C. Wood High School
    Vacaville, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-08
  • S65 Uniform Investment Adviser Law Examination
    2025-03-08

View on SEC IAPD

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