BJ
Benjamin P. Julianel
VALMARK ADVISERS
Irvine, CA 92618
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CRD#: 5705371
BJ
Professional summary
Benjamin Paul Julianel is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Irvine, California and VALMARK SECURITIES, INC. located in Irvine, California.
Benjamin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Benjamin has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
Navigators Advisory Group; Irvine, CA; start 08/01/2023; Founder/CEO; Investment/Life Insurance and Financial Planning Firm; Oversees the running of the firm as well as meeting with clients and new prospects; investment related; 40+ hours; W2 and K1.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Paul Julianel'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®
NoneExperience
Current
July 1, 2022 - Present
VALMARK ADVISERS, INC.
Office #1: 8855 Research Dr. Suite 200, Irvine, CA 92618RIA
CRD#: 108050
Irvine, CA
Current
July 1, 2022 - Present
VALMARK SECURITIES, INC.
Office #1: 9890 Irvine Center Drive, Irvine, CA 92618BD
CRD#: 31243
Irvine, CA
Past
July 7, 2022 - July 31, 2023
FDP WEALTH MANAGEMENT, LLC
RIA
CRD#: 154597
IRVINE, CA
Past
October 14, 2009 - July 5, 2022
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
NEWPORT BEACH, CA
Past
September 21, 2009 - July 5, 2022
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
NEWPORT BEACH, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)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.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
IAR
Alabama(1/11/2024)
IAR
Arizona(1/5/2023)
RR
Arizona(2/15/2023)
IAR
Arkansas(10/17/2024)
RR
California(7/1/2022)
IAR
California(7/1/2022)
RR
Colorado(7/6/2022)
IAR
Colorado(7/6/2022)
IAR
Connecticut(7/6/2022)
IAR
Delaware(1/16/2024)
IAR
Florida(4/8/2024)
IAR
Georgia(3/11/2024)
RR
Hawaii(8/25/2023)
RR
Idaho(7/1/2022)
IAR
Idaho(7/6/2022)
RR
Kansas(1/9/2024)
IAR
Kansas(1/9/2024)
IAR
Louisiana(1/9/2024)
RR
Maryland(7/1/2022)
IAR
Maryland(7/6/2022)
RR
Nevada(3/14/2023)
IAR
Nevada(10/5/2023)
IAR
New Mexico(10/30/2024)
IAR
New York(6/2/2025)
IAR
North Carolina(1/10/2024)
RR
North Carolina(8/30/2024)
IAR
Oklahoma(9/17/2025)
RR
Oklahoma(10/22/2025)
RR
Oregon(9/21/2023)
IAR
Oregon(9/21/2023)
IAR
Pennsylvania(9/27/2024)
IAR
South Carolina(1/8/2025)
RR
Texas(7/1/2022)
IAR
Texas(7/6/2022)
IAR
Virginia(1/10/2024)
IAR
Washington(1/9/2024)
IAR
Wyoming(10/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
