|Other Names:||J.B. Morris, Julian B. Morris|
Concierge Wealth Management
Julian Brett Morris is a representative at LPL Financial LLC in Boston, MA, DBA Concierge Wealth Management. Concierge Wealth Management primarily manages accounts for individuals, high net worth individuals, and corporations or other business. This advisor is dually registered with FINRA and the SEC. This advisor's firm ...(see more)
Julian Morris Has Been Admitted to the Paladin Registry for Financial Professionals Investor Watchdog announced Julian Morris was awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals. Investor Watchdog uses a proprietary algorithm to measure the quality of advisor credentials, ethics, and business practices. Professionals must score in the top 10% of Watchdog’s vetting process to be profiled in its Paladin Registry. Visit http://www.PaladinRegistry.com. Jack Waymire, Investor Watchdog’s founder said, “The Watchdog team has been providing free information services to investors since 2003. Our role is to gather data from advisors, screen the data using Watchdog analytics, and produce reports that help investors make informed decisions when they select, retain, and replace financial professionals.” Julian Morris (Boston, MA) has worked in the financial services industry for 9 years. He received a BA degree from the University of Wisconsin-Madison. He is a Certified Financial PlannerTM, as well as a Chartered Financial Consultant® and a Chartered Retirement Planning Counselor®. Morris provides planning and investment services to businesses, non-profits, corporate pension funds, individuals and families. See Morris’ online profile at http://www.paladinregistry.com/advisor/Julian.Morris Waymire added, “Selecting a high quality financial professional sounds easy, but it is not. First, all advisors claim to be ethical financial experts, whether it is true or not. This claim helps them sell investment products. Second, the claims are made in sales pitches so investors have no record of what was said to them. This opens the door to omission and misrepresentation. And third, it is easy for advisors to use deceptive sales practices because they do not have mandatory disclosure requirements. Watchdog creates disclosure that helps investors select and retain advisors with the best qualifications and results, not the best sales pitches.” About InvestorWatchdog.com Investor Watchdog is an information services company that provides free online tools, data, and guides to investors who use the services of financial professionals. Visit InvestorWatchdog.com’s website for more information: https://www.investorwatchdog.com/why-watchdog
Recognized as a top financial advisor and named to the LPL Financial Freedom Club. This distinction is based on an annual production ranking of the approximately 12,800 registered advisors nationwide who are supported by LPL Financial LLC (“LPL Financial”), the nation’s largest independent broker-dealer.* About LPL Financial LPL Financial, a wholly owned subsidiary of LPL Investment Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer,* a top RIA custodian, and a leading independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to approximately 12,800 financial advisors and approximately 730 financial institutions nationwide. In addition, LPL Financial supports over 4,000 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms, and technology solutions. LPL Financial and its affiliates have approximately 2,700 employees with headquarters in Boston, Charlotte, and San Diego. For more information, visit www.lpl.com. * As reported by Financial Planning magazine, June 1996–2011, based on total revenue.
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Mid Year Outlook 2012: What the Elections Hold For Investors
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Julian B. Morris, CFP®, ChFC®, AAMS®, CRPC® ,CFS® is the Managing Director and Founder of Concierge Wealth Management
Comprehensive Library of Concierge Wealth Management Newsletters, including: * Weekly Economic Commentary * Weekly Market Commentary * Portfolio Compass * Current Conditions Index
A guide to the most important financial decision you’ll likely make.
A review of the program, its financing problem, and the leading proposals for eliminating the shortfall.
Managing Your Money in Retirement
|High Net Worth Individuals||65%|
|Pension and Profit Sharing Plans||15%|
|LPL Financial LLC||2 years, 5 months||Dec 2010 - Present|
|Ids Life Insurance Company||6 years, 4 months||Aug 2004 - Dec 2010|
|American Expressfinancial Advisors||6 years, 4 months||Aug 2004 - Dec 2010|
|Norfolk County District Attorney's Office||4 months||May 2004 - Sep 2004|
|New England School of Law||9 months||Aug 2003 - May 2004|
|Rentals Unlimited||2 years, 1 month||Jul 2001 - Aug 2003|
|University of Wisconsin - Madison||3 years, 10 months||Aug 1999 - Jun 2003|
No Disclosures Found
No Disclosures Found
|As of Date||
|General Securities Principal Examination||Series 24||04/18/2011|
|Uniform Combined State Law Examination||Series 66||11/24/2004|
|General Securities Representative Examination||Series 7||11/04/2004|