Bruce R. Julien

JULIEN PLANNING

Hackensack, NJ 07601

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CRD#: 2175206

Professional summary

Bruce Robert Julien is a registered financial advisor currently at JULIEN PLANNING, LLC located in Hackensack, New Jersey.

Bruce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Bruce has worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bruce Julien, Sole Proprietor; Insurance Agent; 01/1991; selling and servicing fixed insurance products; Hackensack, NJ; 60 hr/mo, 40 during securities trading. Julien Financial, LLC; Tax Preparer; 05/2005; tax preparation; Hackensack, NJ; 40 hr/mo, 10 during securities trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Robert Julien's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2017 - Present

JULIEN PLANNING, LLC

Office #1: Two University Plaza #100, Hackensack, NJ 07601

RIA

CRD#: 285994

Hackensack, NJ

Past

August 31, 2007 - March 17, 2017

KENSINGTON FINANCIAL ADVISORS LLC

RIA

CRD#: 136346

ROSELAND, NJ

Past

May 20, 2005 - April 19, 2010

JULIEN FINANCIAL

RIA

CRD#: 120731

HACKENSACK, NJ

Past

April 17, 2002 - May 31, 2005

TRIAD ADVISORS LLC

CRD#: 25803

ATLANTA, GA

Past

October 2, 2000 - April 10, 2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

October 2, 2000 - April 10, 2002

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

September 14, 1995 - September 5, 2000

NATIONWIDE PLANNING ASSOCIATES INC.

CRD#: 31029

FAIR LAWN, NJ

Past

May 13, 1992 - April 5, 1995

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

May 13, 1992 - September 15, 1995

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

December 17, 1991 - February 14, 1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

December 17, 1991 - February 14, 1992

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

September 9, 1991 - December 2, 1991

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/6/2021)

IAR

New Jersey
(3/23/2017)

IAR

New York
(8/12/2021)

IAR

Texas
(9/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/2/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JULIEN PLANNING, LLC

CRD#: 285994 / SEC#:

Florida

Registered Investment Advisory firm - (10/6/2021 Approved)

New Jersey

Registered Investment Advisory firm - (3/23/2017 Approved)

New York

Registered Investment Advisory firm - (8/11/2021 Approved)

Texas

Registered Investment Advisory firm - (9/9/2024 Conditional Restricted)

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Contact information

Main Address

Two University Plaza #100, Hackensack, NJ 07601

Mailing Address

Phone number

(201) 489-4890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 31,293,413

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bruce R. Julien

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruce Robert Julien's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENSINGTON FINANCIAL ADVISORS LLC

JULIEN FINANCIAL

TRIAD ADVISORS LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

NATIONWIDE PLANNING ASSOCIATES INC.

SIGNATOR INVESTORS, INC.

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

WOODBURY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/24/2002

Series 63

Date: 9/9/1991

Series 7

Date: 1/2/2002

Series 6

Date: 9/6/1991

Current Firm

JULIEN PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JULIEN PLANNING, LLC

TRUST BUT VERIFY

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