Julian Anthony Morrison
Investment adviser representative at Charles Schwab & Co., Inc.
9 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
9 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- UnemployedMar 2025 to Apr 2025
- LPL Enterprise, LLCNov 2024 to Mar 2025
- The Prudential Insurance Company of AmericaJan 2024 to Mar 2025
- Pruco Securities LLCAug 2023 to Nov 2024
- UnemployedJan 2023 to Aug 2023
- Los CabosMay 2021 to Jul 2021
- University of Missouri-kansas CityJan 2021 to Dec 2022
- Barnes and NobleFeb 2020 to Mar 2020
- Park UniversityAug 2019 to Dec 2020
- CulversSep 2018 to Feb 2019
- Blue Springs South High SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7795243
- Firm CRD
- 5393