Julie Wakefield (CRD# 5483283) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Port Angeles, WA and has over 3 years of experience in the finance industry. Julie Wakefield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1360876
Edward Jones
CRD# 6657665
Edward Jones
CRD# 2191836
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jp Morgan Securities, LLC | Bradenton, FL | Jun 2019 - Current | 4 |
| Jp Morgan Chase Bank, N.a. | Bradenton, FL | Jun 2019 - Current | 4 |
| Payant Wealth Management Group | Sun City Center, FL | Aug 2016 - Jun 2019 | 2 |
| Sagepoint Financial, Inc. | Sun City Center, FL | Jul 2016 - Jun 2019 | 2 |
| Rsm Us Wealth Management LLC | Seattle, WA | Jan 2008 - Jul 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- FL
- TX
- WA
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Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, WY
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