Julian Cruz takes a personal approach to understanding clients' needs and takes time to thoughtfully develop sound long-term strategies to help his clients pursue their goals and dreams.
With over twelve years of experience in the financial services industry, Julian has guided clients through numerous market cycles. He has been with IBC Investment Services since 2007. Prior to joining IBC Investment Services, he spent three years at JPMorgan Chase.
Julian earned a Bachelor in Finance from University of Texas at Brownsville, and since has earned His FINRA series 7 and 65 registrations held with LPL Financial.