Julie Gleason is a registered investment advisor, based in Reston, VA, with 4 years of industry experience.
Location
11800 Sunrise Valley Drive, Suite 1425, Reston, VA, 20191
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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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Julie is a registered associate at Momentum Capitol Wealth Advisors, a DBA/support company. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.
May 2025 - Present · 1 yr
Raymond James Financial Services Advisors, INC
May 2025 - Present · 1 yr
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
Northwest Financial Advisors LLC
February 2024 - May 2025 · 1 yr 3 mos
LPL Financial LLCBroker
January 2024 - May 2025 · 1 yr 4 mos
Ameriprise Financial Services, LLC
May 2022 - January 2024 · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
November 2021 - January 2024 · 2 yrs 2 mos
State Registrations1 state
VA
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.