JS
JS

Julie Stonebarger

18 Years of Experience
Memphis, TN
Broker

Julie Stonebarger is a registered investment advisor at Raymond James & Associates, INC., based in Memphis, TN, with 18 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
Loading...

Location

1100 Ridgeway Loop Road, Memphis, TN, 38120

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 6 mos
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Morgan Stanley
June 2016 - January 2018 · 1 yr 7 mos
Morgan StanleyBroker
October 2012 - January 2018 · 5 yrs 3 mos
Park Avenue Securities LLCBroker
June 2010 - August 2011 · 1 yr 2 mos
MML Investors Services, INC.Broker
October 2006 - July 2008 · 1 yr 9 mos
AXA Advisors, LLCBroker
October 2003 - October 2004 · 1 yr
Goldman, Sachs & CO.Broker
November 2000 - November 2001 · 1 yr
State Registrations1 state
TN
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.