JE
JE

Julius Eldridge

25 Years of Experience
Florence, SC
Broker

Julius Eldridge is a registered investment advisor at Raymond James & Associates, INC., based in Florence, SC, with 25 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

1452 W Evans Street, Florence, SC, 29501

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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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Other Business Activities

Julius is involved in several rental real estate businesses, including Killarney Properties LLC, Tudor Place Properties LLC, and owns a rental property with his wife. He also serves as Treasurer and Board Member for All Saints Episcopal Day School and is a partner in Sunbelt Management Company LLC.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2020 - Present · 6 yrs 8 mos
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - January 2020 · 17 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2002 - January 2020 · 17 yrs 7 mos
Wachovia Securities, INC.Broker
November 2000 - June 2002 · 1 yr 7 mos
State Registrations11 states
CAFLGAMONCNMNYPASCTNVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Julius Eldridge - Financial Advisor | TrueAdvisor