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Jeffrey Brian Megar

JULEX CAPITAL MANAGEMENT, LLC·WELLESLEY, Massachusetts
Unclaimed Profile
40 GROVE STREET, WELLESLEY, MA 02482CRD# 4347146Firm CRD# 166053
01

About

Jeffrey Brian Megar is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with JULEX CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
JULEX CAPITAL MANAGEMENT, LLC
JULEX CAPITAL MANAGEMENT
AUM
$363M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JULEX CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Other: % OF FEE-BASED ASSETS PER MODEL PROVIDER RELATIONSHIPS
Regulatory
SEC/IARD CRD# 4347146
Firm CRD# 166053
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Brian Megar offer?
Jeffrey Brian Megar specializes in Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Jeffrey Brian Megar's credentials?
Jeffrey Brian Megar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Brian Megar located?
Jeffrey Brian Megar is based in WELLESLEY, Massachusetts, working with JULEX CAPITAL MANAGEMENT, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Jeffrey Brian Megar charge for services?
Jeffrey Brian Megar's firm is compensated through percentage of aum, other: % of fee-based assets per model provider relationships. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JULEX CAPITAL MANAGEMENT, LLC?
JULEX CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $363M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WELLESLEY
Michael Patrick Volo — CAMMACK LARHETTE ADVISORS, LLCJeffrey Levy — CAMMACK LARHETTE ADVISORS, LLCJoseph Marc Kopilak — BEACON ENERGY INVESTORS II, L.P.Betsy A Callahan — F-SQUARED CAPITAL, LLCMary Jule Guilfoile — BEACON ENERGY INVESTORS II, L.P.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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