JC
JC

Julie Campbell

8 Years of Experience
Jackson, MS
Broker

Julie Campbell is a registered investment advisor at Raymond James & Associates, INC., based in Jackson, MS, with 8 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

4266 I-55 North, Suite 200, Jackson, MS, 39211

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2022 - Present · 4 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2020 - December 2021 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
November 2018 - December 2021 · 3 yrs 1 mo
Trustmark Financial Services, INC.Broker
December 1999 - August 2001 · 1 yr 8 mos
State Registrations1 state
MS
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.
Julie Campbell - Financial Advisor | TrueAdvisor