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JB

Julian O. Bostic

VISTA EQUITY PARTNERS CAPITAL MARKETS
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 4593926
JB

Professional summary

Julian O'hara Bostic, who also goes by Julian Ohara Bostic, Julian Bostic, is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in San Francisco, California.

Julian is registered as a RR (Registered Representative) and started their career in finance in 2002. Julian has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Julian Ohara Bostic | Julian Bostic

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Julian O'hara Bostic's CRS (Customer Relationship Summary).
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

November 6, 2025 - Present

VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

Office #1: 4 Embarcadero Center 20th Floor, San Francisco, CA 94111
BD
CRD#: 332887
San Francisco, CA
Past

July 3, 2014 - July 31, 2018

NEUBERGER BERMAN BD LLC

RIA
CRD#: 2908
CHICAGO, IL
Past

April 22, 2014 - July 31, 2018

NEUBERGER BERMAN BD LLC

BD
CRD#: 2908
CHICAGO, IL
Past

March 26, 2007 - March 5, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
NEW YORK, NY
Past

November 19, 2002 - September 23, 2005

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/19/2026)
RR
Alaska
(1/19/2026)
RR
Arizona
(1/19/2026)
RR
Arkansas
(1/19/2026)
RR
California
(12/4/2025)
RR
Colorado
(1/19/2026)
RR
Connecticut
(1/19/2026)
RR
Delaware
(1/19/2026)
RR
District of Columbia
(1/19/2026)
RR
Florida
(1/19/2026)
RR
Georgia
(1/19/2026)
RR
Hawaii
(1/19/2026)
RR
Idaho
(1/19/2026)
RR
Illinois
(1/19/2026)
RR
Indiana
(1/19/2026)
RR
Iowa
(1/19/2026)
RR
Kansas
(1/19/2026)
RR
Kentucky
(1/19/2026)
RR
Louisiana
(1/19/2026)
RR
Maine
(1/19/2026)
RR
Maryland
(1/19/2026)
RR
Massachusetts
(1/19/2026)
RR
Michigan
(1/19/2026)
RR
Minnesota
(1/19/2026)
RR
Mississippi
(1/19/2026)
RR
Missouri
(1/19/2026)
RR
Montana
(1/19/2026)
RR
Nebraska
(1/19/2026)
RR
Nevada
(1/19/2026)
RR
New Hampshire
(1/19/2026)
RR
New Jersey
(1/19/2026)
RR
New Mexico
(1/19/2026)
RR
New York
(1/19/2026)
RR
North Carolina
(1/19/2026)
RR
North Dakota
(1/19/2026)
RR
Ohio
(1/20/2026)
RR
Oklahoma
(1/19/2026)
RR
Oregon
(1/19/2026)
RR
Pennsylvania
(1/19/2026)
RR
Puerto Rico
(1/19/2026)
RR
Rhode Island
(1/19/2026)
RR
South Carolina
(1/19/2026)
RR
South Dakota
(1/19/2026)
RR
Tennessee
(1/19/2026)
RR
Texas
(1/19/2026)
RR
Utah
(1/19/2026)
RR
Vermont
(1/19/2026)
RR
Virgin Islands
(1/19/2026)
RR
Virginia
(1/19/2026)
RR
Washington
(1/19/2026)
RR
West Virginia
(1/19/2026)
RR
Wisconsin
(1/19/2026)
RR
Wyoming
(1/19/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 12/4/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/1/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/6/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2024
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 11/21/2014
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

VE
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887 / SEC#: , 8-71280

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
50 Hudson Yards Floor 77, New York, NY 10001
Mailing Address
50 Hudson Yards Floor 77, New York, NY 10001
Phone number
(212) 804-9100
Established
Delaware since 08/05/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
VISTA EQUITY PARTNERS MANAGEMENT, LLCSOLE MEMBER156973
KRIEWALD, JESSICAFINANCIAL AND OPERATIONS PRINCIPAL7052634
MACNEILL, ASHLEY MCO-CHIEF EXECUTIVE OFFICER5778003
ROOMINA, YASAMIN TARACHIEF COMPLIANCE OFFICER6398919
SOFIELD, KEVIN JOSEPHCO-CHIEF EXECUTIVE OFFICER4004331

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.

Company Information

VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC

CRD#: 332887San Francisco, CA 94111

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