LPL Financial
47yrs
Top 1% by experience in West Des Moines
12yrs
Julia Peoples has worked in the financial industry for 12 years and is a fiduciary financial advisor based in West Des Moines, Iowa. Julia has been with Morgan Stanley since 2023. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 645 advisors with offices in West Des Moines, and one of 563 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- 2023 – nowMorgan StanleyCurrent firm
Contact Julia
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Julia. 1080 Jordan Creek Parkway Suite 400 NorthWest Des Moines, IA 50266Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Julia
Tailored to Julia’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Julia
How do I contact Julia?
Call Morgan Stanley at (914) 225-5510 and ask for Julia Peoples. Julia works from the West Des Moines, IA office.
How long has Julia been a financial advisor?
Julia has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Julia hold?
Series 65, Series 66. 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?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in West Des Moines
UBS Financial Services
47yrs
Top 1% by experience in West Des Moines
LPL Financial
46yrs
Top 1% by experience in Iowa
Primerica Advisors
46yrs
Top 1% by experience in Iowa
LPL Financial
45yrs
Top 1% by experience at LPL Financial