JK
JK
Julie Kenrick
29 Years of Experience
Fenton, MI
1 DisclosureBroker
Julie Kenrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fenton, MI, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
14165 N Fenton Rd, Suite 201A2, Fenton, MI, 48430
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2025Denied
Other Business Activities
Julie is the owner and president of Lakeside Wealth Management since 2015. She dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 1996 - Present · 29 yrs 6 mos
State Registrations25 states
AKALAZCAFLGAILINKYLAMIMNMOMTNCNDNHNYOHORPASCTNWAWI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.