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Julia Cosse

9 Years of Experience
Kirkland, WA
Broker

Julia Cosse is a registered investment advisor at Raymond James & Associates, INC., based in Kirkland, WA, with 9 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

3500 Carillon Pt., Kirkland, WA, 98033

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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

Julia owns rental real estate property since September 2023, dedicating a few hours per week to property management. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.Broker
January 2018 - Present · 8 yrs 4 mos
Raymond James & Associates, INC.
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Cosse' International Securities, INC.Broker
February 2017 - February 2018 · 1 yr
State Registrations13 states
AKAZCACOIAILINKYNMNVORPAWA
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.