Julia Ramona Shiles

Employer firm

Mutual Advisors, LLC CRD 167658

$8.55B regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• HOURLY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Mutual Securities, Inc
  Camarillo, CA
• 03/2016 → Present
  Mutual Advisors, Llc
  Omaha, NE

Previous Registrations

• 2014-01-21 → 2016-03-03
  Beverly Hills Wealth Management, Llc
  Beverly Hills, CA
• 2009-06-01 → 2013-07-24
  Morgan Stanley
  Lincoln, CA
  Roseville, CA
• 2007-09-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Lincoln, CA
• 2005-10-17 → 2007-09-11
  A. G. Edwards & Sons, Inc.
  Roseville, CA
  Roseville, CA

Other Businesses

1. Sullivan Wealth Management Group, Start Date: 01/01/2017, 3721 Douglas Blvd., Ste. 205, Roseville, CA 95661, LLC, Wealth Management Business, Branch Manager/Sr. Client Service Associate (Employee), Operations, Bookkeeping, Compliance, Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. COMPLIANT FIRE SYSTEMS, LLC., START DATE: 09/11/2018, 141 BEATRICE COURT, ROSEVILLE, CA 95661, LLC, CONSTRUCTION BUSINESS (HUSBAND'S), MEMBER, PARTIAL OWNER, BOOKKEEPING, NOT INVESTMENT RELATED, 10-15 HOURS PER MONTH, 0 HOURS PER DAY DURING TRADING HOURS. 3. Notary Public, Start Date: 11/03/2018, 3721 Douglas Blvd., Ste. 205, Roseville, CA 95661, Administrative Operations, Notary Public, Providing our SWMG client free Notary services on documents that require a Notary Stamp, Not Investment Related, 0 Hours per month, 0 Horus per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-10

Other Names

• Julia Ramona Nasseri
• Julia Ramona Nasseri