Julie Bjorklund

Current Employers

Employment History

• 02/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Schaumburg, IL
• 11/2016 → 05/2017
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 05/2017 → 11/2021
  Raymond James & Associates
  Schaumburg, IL
• 10/2017 → 12/2022
  Trinity Lutheran School
  Roselle, IL
• 10/2021 → 10/2025
  Martingale Investment Group, Llc
  Schaumberg, IL
• 11/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 10/2021 → Present
  Jeb Financial Holdings, Inc.
  Schaumburg, IL
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Kapraun And Bjorklund Wealth Advisors Llc
  Schaumberg, IL

Previous Registrations

• 2017-05-24 → 2021-11-12
  Raymond James & Associates, Inc.
  Schaumburg, IL
• 2015-07-21 → 2017-05-23
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 2009-06-01 → 2015-03-09
  Morgan Stanley
  Oakbrook Terrace, IL
  Oak Brook, IL
• 2009-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Oakbrook Terrace, IL
• 2007-04-02 → 2009-05-11
  Wells Fargo Clearing Services, Llc
  Schaumburg, IL
• 2005-12-12 → 2007-04-03
  A. G. Edwards & Sons, Inc.
  Hanover Park, IL
  Hanover Park, IL

Other Businesses

1. NAME OF OTHER BUSINESS: JEB FINANCIAL HOLDINGS, INC. INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: S CORP, START DATE:10/2021, POSITION/TITLE/RELATIONSHIP: OWNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CORP FOR EXPENSE MANAGEMENT; 2. NAME OF OTHER BUSINESS: KAPRAUN AND BJORKLUND WEALTH ADVISORS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2005-12-09

Other Names

• Julie Elizabeth Sullivan
• Julie Elizabeth Bjorklund