Julie WeikCRD Number: 1931148
Current Firm: Edward Jones
Julie Weik (CRD# 1931148) is an Investment Advisor Representative working at Edward Jones in Fenton, MO and has over 23 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Saint Louis, MO||Nov 2011 - Current||5|
|Weik Home||Fenton, MO||Jan 2011 - Nov 2011||< 1|
|Edward D. Jones & Company, LP||Fenton, MO||Nov 1993 - Dec 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1994|
|S66||NASAA Uniform Combined State Law Examination||Oct 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV