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Julian Geffon

Vice President, ETF Specialist

Summary

Location:

San Mateo, California, United States

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Julian is a vice president and ETF specialist with Franklin Templeton in the Southeast. As a trusted business partner, he brings valuable perspective to financial advisors in the areas of practice management, asset allocation and portfolio construction. Julian supports investment advisors in their pursuit to reach their client's long-term investment goals.

He began his career in the financial services industry when he joined Franklin Templeton Investments in 2013. As an advisor to the advisor, Julian is a resource for Franklin Templeton's exchange-traded funds - LibertyShares.

Julian is a FINRA registered representative (Series 6, 7, & 63) and holds the Certified Investment Management Analyst designation. He studied Business Management at Florida State University and currently resides in St. Petersburg, FL with his wife, Kate, and two children, Emerson and Ezra.