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Julee Lamure

Edward Jones

Santa Fe, NM

CRD 1950810

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-05-03
NM RA APPROVED 2023-03-13
  • TX RA
    APPROVED
    Since 2023-05-03
  • NM RA
    APPROVED
    Since 2023-03-13

Branch Locations

316 Read St, Santa Fe, NM 87501-2629 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 01/2023 Present
Other Taos NM 01/2013 12/2018
Taos Recovery Taos NM 01/2019 04/2021
Homemaker Ranchos De Taos NM 05/2021 10/2021
Assurance Iq Ranchos De Taos NM 11/2021 01/2022
Treatment Consultants Santa Fe NM 02/2022 12/2022
  • 01/2023 → Present
    St Louis, MO
  • 01/2013 → 12/2018
    Other
    Taos, NM
  • 01/2019 → 04/2021
    Taos Recovery
    Taos, NM
  • 05/2021 → 10/2021
    Homemaker
    Ranchos De Taos, NM
  • 11/2021 → 01/2022
    Assurance Iq
    Ranchos De Taos, NM
  • 02/2022 → 12/2022
    Treatment Consultants
    Santa Fe, NM
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-09
S65 Uniform Investment Adviser Law Examination 2000-09-26
S63 Uniform Securities Agent State Law Examination 1989-10-25
  • S66 Uniform Combined State Law Examination
    2023-03-09
  • S65 Uniform Investment Adviser Law Examination
    2000-09-26
  • S63 Uniform Securities Agent State Law Examination
    1989-10-25
Other Names
  • Julee Michele Bosson
  • Julee M Phillips
  • Julee M Phillips
  • Julie M Philips
  • Julee M. Jeansonne
  • Julee Michele Lamure
  • Julee Michele La Mure

View on SEC IAPD

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