Julian Myers

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 03/2021
  Independent Financial Group
  San Diego, CA
• 02/2017 → 02/2018
  Self Employed
  Irvine, CA
• 08/2016 → 01/2017
  Vans
  Costa Mesa, CA
• 03/2021 → 04/2024
  Lpl Financial, Llc
  San Diego, CA
• 04/2024 → Present
  Commonwealth Financial Network
  San Diego, CA

Previous Registrations

• 2021-04-01 → 2023-12-07
  Lpl Financial Llc
  San Diego, CA
• 2020-02-20 → 2021-03-04
  Independent Financial Group, Llc
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-02-19

Other Names

• Julian Scott Myers