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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-04-12
TX RA APPROVED 2014-06-06
LA RA APPROVED 2012-10-01
  • GA RA
    APPROVED
    Since 2017-04-12
  • TX RA
    APPROVED
    Since 2014-06-06
  • LA RA
    APPROVED
    Since 2012-10-01

Branch Locations

3500 Hwy 190, Mandeville, LA 70471 • 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
J.P. Morgan Securities Llc Mandeville LA 10/2012 Present
Parties And Events By Rb Mandeville LA 12/2015 01/2019
Cruise Planners Julian And Assoc Mandeville LA 03/2016 Present
  • 10/2012 → Present
    Mandeville, LA
  • 12/2015 → 01/2019
    Parties And Events By Rb
    Mandeville, LA
  • 03/2016 → Present
    Cruise Planners Julian And Assoc
    Mandeville, LA
Previous Registrations
  • 2005-07-06 → 2012-10-01
    Chase Investment Services Corp.
    San Antonio, TX
    Fort Worth, TX
    El Paso, TX
    Kenner, LA
    Metairie, LA
    Mandeville, LA
    Mandeville, LA
  • 2002-08-29 → 2005-07-06
    Banc One Securities Corporation
    Metairie, LA
Other Businesses

ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BBJ AND ASSO; CRUISE PLANNERS BRIAN JULIAN POSITION: CO-OWNER TRAVEL FRANCHISE / CONSULTANT START DATE: 3/1/2016 ADDRESS: 331 Mandeville, La DETAILS: MY HUSBAND AND I WILL BE OWNING A TRAVEL FRANCHISE. HE WILL BE PLANNING VACATIONS FOR HIS CLIENTS. CONSULTANT TO MY HUSBAND ON BUSINESS ISSUES. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 3-4 HOURS DURING TRADING: 0 ACTIVITY TYPE: 1 - OUTSIDE BUSINESS ACTIVITY OR PRIVATE INVESTMENT WITH A NON-PUBLIC ENTITY NAME OF ENTITY: BBJ AND ASSO POSITION: TRAVEL AGENT START DATE: 2/1/2016 ADDRESS: 331 Mandeville, La DETAILS: BOOKING TRAVEL. INVESTMENT RELATED: NO HOURS DEDICATED (per month unless otherwise indicated): 5 HOURS DURING TRADING: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-04-26
S63 Uniform Securities Agent State Law Examination 1999-07-14
  • S66 Uniform Combined State Law Examination
    2000-04-26
  • S63 Uniform Securities Agent State Law Examination
    1999-07-14
Designations
Other Names
  • Beth Wilson Julian

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