Julie Jones is a registered investment advisor, based in Des Moines, IA, with 26 years of industry experience.
Location
4140 Grand Ave., Des Moines, IA, 50312
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie works as an advisory representative of a registered investment advisor (RIA), spending nearly full-time on this activity, including trading. She is also a W2 employee with Financial Integrators, dedicating nearly full-time to this role, including trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Voya Retirement Advisors, LLC
Voya Financial Partners, LLCBroker
Voya Financial Partners, LLC
Directed Services LLCBroker
Ing Investment Management CO. LLC
Ing Investments Distributor, LLCBroker
Ing Financial Partners, INC.Broker
Directed Services, INC.Broker
First Variable Capital Services, INC.Broker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.