Kelley Investments
42yrs
Top advisor by experience in Del Mar
15yrs
Julia Bussie is a fiduciary financial advisor in Del Mar, California, with 15 years in the industry. Julia joined JSB Capital Management in 2019, a firm offering investment management. JSB Capital Management reports being paid through a percentage of assets.
One of 85 advisors with offices in Del Mar, and one of 83 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Del Mar
Office1442 Camino Del Mar Suite 214, Del Mar, CA 92014
How the firm is paid ?Percent of assets
Typical client at the firm ?$170,850
States licensed ?2 states
Services through JSB Capital Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowJSB Capital Management, LLCCurrent firm
Contact Julia
(858) 436-2400JSB Capital Management main office 1442 Camino Del Mar Suite 214Del Mar, CA 92014Office · Get directions Firm websiteHTTP://JSBCAP.COM
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Questions to ask Julia
Tailored to Julia’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julia
How do I contact Julia?
Call JSB Capital Management at (858) 436-2400 and ask for Julia Bussie. Julia works from the Del Mar, CA office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Del Mar.
What licenses does Julia hold?
Series 65. Tap any license on this page to see what it allows.
Is Julia a fiduciary?
Julia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julia paid?
JSB Capital Management reports being paid by a percentage of the assets they manage. Ask Julia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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