Julie Meissner has been Managing Member, Chief Compliance Officer & Chief Executive Officer of Garrison Point Advisors since December 2017, is a control person of the firm and directly owns under 5% of it.
Garrison Point Advisors, LLC is a Walnut Creek, CA firm with $597M under management, 290 clients and 5 advisers across 2 offices, as of its April 2026 filing.
No adviser firm registrations are on Julie Meissner’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 53 | Municipal Securities Principal Examination | 6 May 2003 |
| Series 24 | General Securities Principal Examination | 4 December 2001 |
| Series 7 | General Securities Representative Examination | 16 April 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Julie Therese Meissner
- CRD
- 3020668
- Firm
- Garrison Point Advisors · CRD 292016
- Role
- Managing Member, Chief Compliance Officer & Chief Executive Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Meissner work?
Julie Meissner has been Managing Member, Chief Compliance Officer & Chief Executive Officer of Garrison Point Advisors, LLC since December 2017, and is a control person of the firm.
Does Julie Meissner have a current investment-adviser registration?
Julie Meissner has no current investment-adviser or broker registration.
What exams has Julie Meissner passed?
Julie Meissner has passed 3 licensing exams: the Series 7, Series 24 and Series 53. The earliest, the Series 7, was passed in April 2001. FINRA credited Julie Meissner with the SIE, which began in October 2018.
Is Julie Meissner registered with FINRA?
No. Julie Meissner has no current broker registration.
How can I verify Julie Meissner’s record?
Search CRD 3020668 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Meissner’s full registration record.