Julie Smith
Julie Smith is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 32 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4266 I-55 North, Suite 200, Jackson, MS, 39211
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Julie's spouse owns Creative Gifts, LLC, and Julie assists with ordering merchandise and stocking shelves in an unpaid capacity after hours and on weekends. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations20 states
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.