Unclaimed Profile

Beth Wilson Julian

CHASE INVESTMENT SERVICES CORP.·CHICAGO, Illinois

SIE, Series 4, Series 6, Series 6TO, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 66CFPClean record23 years registeredCHASE INVESTMENT SERVICES CORP.

300 SOUTH RIVERSIDE PLAZA, CHICAGO, IL 60606-2003CRD# 1071047Firm CRD# 25574

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Beth Wilson Julian · CHICAGO, IL

Registration

CRD #1071047 · CHASE INVESTMENT SERVICES CORP. · 23 years registered

Brand Profile

Not yet started

Career History

J.P. MORGAN SECURITIES LLC

Oct 2012 – present

CHASE INVESTMENT SERVICES CORP.

Jul 2005 – Oct 2012

MANDEVILLE, LA

BANC ONE SECURITIES CORPORATION

Aug 2002 – Jul 2005

METAIRIE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 6TO

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · August 29, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

CHASE INVESTMENT SERVICES CORP.

CRD 25574 · SEC 801-36407

AUM

$29.9B

Regulatory assets under management

Employees

1,000

182,239 client accounts

Services offered by CHASE INVESTMENT SERVICES CORP.

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 CHASE INVESTMENT SERVICES CORP. →

Introduction

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Frequently Asked Questions

What services does Beth Wilson Julian offer?

Beth Wilson Julian specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Beth Wilson Julian's credentials?

Beth Wilson Julian holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Beth Wilson Julian located?

Beth Wilson Julian is based in CHICAGO, Illinois, working with CHASE INVESTMENT SERVICES CORP.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Beth Wilson Julian charge for services?

Beth Wilson Julian'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 CHASE INVESTMENT SERVICES CORP.?

CHASE INVESTMENT SERVICES CORP. has approximately 1000 employees and manages $29.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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