JO
JO
Julie Opheim
42 Years of Experience
Westlake Village, CA
1 DisclosureBroker
Julie Opheim is a registered investment advisor at Raymond James & Associates, INC., based in Westlake Village, CA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
3027 Townsgate Road, Suite 100, Westlake Village, CA, 91361
Get directionsHistory
Regulatory History (1)
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Criminal
April 1976Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 2 mos
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Stone & Youngberg LLC
April 2006 - February 2008 · 1 yr 10 mos
Stone & Youngberg LLCBroker
April 2006 - February 2008 · 1 yr 10 mos
The Seidler Companies IncorporatedBroker
March 2005 - April 2006 · 1 yr 1 mo
Wachovia Securities, LLCBroker
April 1999 - March 2005 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - March 1999 · 4 yrs 1 mo
Prudential Securities IncorporatedBroker
September 1983 - February 1995 · 11 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1983 - September 1983 · 6 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.