JG
JG

Julie Grice

31 Years of Experience
Ridgeland, MS
Broker

Julie Grice is a registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 31 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

200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Stephens
November 2018 - July 2023 · 4 yrs 8 mos
StephensBroker
January 2009 - July 2023 · 14 yrs 6 mos
Morgan Keegan & Company, INC.Broker
January 2002 - January 2009 · 7 yrs
UBS Painewebber INC.Broker
August 2000 - January 2002 · 1 yr 5 mos
J.C. Bradford & CO.Broker
November 1994 - August 2000 · 5 yrs 9 mos
State Registrations15 states
ALAZFLGAINKYLAMSNCNMPRSCTNTXVA
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.