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Julian Demalleville, CPWA®

Julian demalleville, cpwa®

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location of Julian Demalleville, CPWA®San Francisco Bay Area
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  • Timeline

  • About me

    Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors

  • Education

    • Monterey peninsula college

      2009 - 2011
      Associate of arts (a.a.) business administration and management, general

      Activities and Societies: Played for the Men's Basketball team 2009-2011

    • Sacramento state college of business administration

      2011 - 2013
      Bachelor's degree finance, general

      Activities and Societies: Played for the Men's Basketball team 2011-2013 and currently the Vice President of the Men's Basketball Alumni Chapter. Captain of the Men's Basketball team during the 2012-2013 season.

  • Experience

    • Ameriprise financial services, llc

      Sept 2013 - Apr 2018
      Paraplanner - structure financial group

    • Wells fargo advisors

      May 2018 - Oct 2020
      Financial advisor

    • Morgan stanley

      Oct 2020 - Dec 2023
      Financial advisor

    • Wells fargo advisors

      Dec 2023 - now
      Vice president - senior financial advisor

      - Build enduring client relationships through sound, thoughtful and objective advice.- Comprehensive investment planning and portfolio management strategies- Developing individualized plans for everything from retirement, business succession, to family legacy strategies.

  • Licenses & Certifications

    • Series 7

      Finra

    • Ca life insurance

      California department of insurance

    • Series 66

      Finra

    • Certified private wealth advisor®

      Investments & wealth institute

  • Honors & Awards

    • Awarded to Julian Demalleville, CPWA®
      Pacesetter's Club - 2023