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Julian Michael Jacolev

UNIONBANC INVESTMENT SERVICES, LLC·GLENDALE, California
SIE, Series 27, Series 99TOClean recordUNIONBANC INVESTMENT SERVICES, LLC
800 N. BRAND BOULEVARD, GLENDALE, CA 91203CRD# 6550892Firm CRD# 14455

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julian Michael Jacolev · GLENDALE, CA
Registration
CRD #6550892 · UNIONBANC INVESTMENT SERVICES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
U.S. BANCORP ADVISORS, LLC
CRD 14455 · SEC 801-70084
AUM
$1.4B
Regulatory assets under management
Employees
238
3,901 client accounts
Services offered by U.S. BANCORP ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at U.S. BANCORP ADVISORS, LLC →
Introduction

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Frequently Asked Questions

What services does Julian Michael Jacolev offer?
Julian Michael Jacolev specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GLENDALE, California for a consultation.
What are Julian Michael Jacolev's credentials?
Julian Michael Jacolev is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julian Michael Jacolev located?
Julian Michael Jacolev is based in GLENDALE, California, working with UNIONBANC INVESTMENT SERVICES, LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.
How does Julian Michael Jacolev charge for services?
Julian Michael Jacolev's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIONBANC INVESTMENT SERVICES, LLC?
UNIONBANC INVESTMENT SERVICES, LLC has approximately 238 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNIONBANC INVESTMENT SERVICES, LLC

Michael Timothy Feldman
GLENDALE, CA
James Eugene Jr. Ely
GLENDALE, CA
Jeffrey Howard Katz
LOS ANGELES, CA
Michael Scott Mortensen
GLENDALE, CA
Milan Konkol
GLENDALE, CA
Shane T Triplett
GLENDALE, CA

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Research
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