Julia Theis is a registered investment advisor at Raymond James & Associates, INC., based in Westlake, OH, with 2 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
159 Crocker Park Blvd., Suite 390, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia works part-time as a preschool dance teacher at the YMCA Dance Academy since October 2024. This requires minimal time commitment.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations32 states
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