Julien Mauldin
Advisor at Fidelity — Tampa, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
4 years
Location
Tampa, FL
Fidelity
Institution
Julien Mauldin is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He works closely with clients to understand their priorities and develop financial plans aligned with their short- and long-term goals. Julien emphasizes trust, thoughtful planning, and clear communication in his approach to financial guidance.
Prior to his current role, Julien served in several positions at Fidelity Investments, including Central Relationship Manager from 2024 to 2026, Investment Solutions Representative II from 2022 to 2024, and High Net Worth Associate from 2021 to 2022. These roles have contributed to his experience in helping clients navigate important financial decisions and build lasting relationships.
Outside of his professional work, Julien's personal interests include beach activities, fitness, golf, outdoor adventures, reading, and skiing.
Based on Fidelity
Tampa, FL
Tampa FL
Advisors at this office
22
Florida · Texas
4 years of industry experience
Fidelity Investments
2025 - Present • 1 year
Boston, MA
Fidelity Investments
2021 - Present • 5 years
Greenwood Village, CO
Planet Fitness
2019 - 2021 • 2 years
Loveland, CO
Colorado State University
2019 - 2021 • 2 years
Fort Collins, CO
Front Range Community College
2019 - 2019 • 1 year
Fort Collins, CO
Buffalo Wild Wings
2018 - 2019 • 1 year
Greeley, CO
University of Northern Colorado
2017 - 2019 • 2 years
Greeley, CO
Market Source
2017 - 2017 • 1 year
Loveland, CO
Mimi's Cafe
2017 - 2017 • 1 year
Loveland, CO
Rejuv Health Makeovers
2016 - 2017 • 1 year
Longmont, CO
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