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JM
CFP · ChFC
JM
CFP · ChFC

Julie Murphy

Sequoia Wealth Management, LLC
30 Years of Experience
Chicago, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Julie Murphy is a CFP, ChFC-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Chicago, IL, with 30 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M in assets under management.

Sequoia Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,640 clients
Average Client Portfolio
$366K average
Assets Under Management
$599.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1017 West Washington, Suite 3 E, Chicago, IL, 60607

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Julie operates under several DBAs for her LPL business and Sequoia Wealth Management, providing financial plans and investment advice. She also engages in non-variable insurance activities through Sequoia Financial Network and owns rental real estate, dedicating varying amounts of time to each activity.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
January 2015 - Present · 11 yrs 9 mos
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Jmc Wealth
July 2006 - Present · 20 yrs 3 mos
Previous Registrations
LPL Financial LLC
January 2023 - December 2023 · 11 mos
LPL Financial LLC
September 2009 - October 2015 · 6 yrs 1 mo
Associated Planners Investment Advisory INC
July 2004 - October 2009 · 5 yrs 3 mos
Associated Securities CORP.
May 2004 - September 2009 · 5 yrs 4 mos
Associated Securities CORP.Broker
May 2004 - September 2009 · 5 yrs 4 mos
Signator Investors, INC.
July 1999 - May 2004 · 4 yrs 10 mos
Signator Investors, INC.Broker
October 1995 - May 2004 · 8 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
October 1995 - May 1997 · 1 yr 7 mos
State Registrations35 states
AKAZCACOCTFLGAHIIAILINKYLAMAMDMIMNMONCNENHNJNMNVNYOHORPASCSDTNTXVAWAWI
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.
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