Julie Lyn Betoni

Employer firm

Ignite Financial LLC CRD 310329

$22.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/2007 → 07/2017
  Raymond James & Associates
  Jacksonville, FL
• 07/2017 → Present
  True North Group, Llc
  Ponte Vedra Beach, FL
• 07/2017 → 01/2021
  Ameriprise Financial Services, Inc.
  Jacksonville Beach, FL
• 12/2020 → Present
  Ignite Financial Llc
  Ponte Vedra Beach, FL
• 01/2026 → Present
  Decision Clarity Labs, Inc.
  Ponte Vedra Beach, FL

Previous Registrations

• 2017-07-21 → 2021-01-29
  Ameriprise Financial Services, Llc
  Jacksonville, FL
• 2007-09-17 → 2017-07-27
  Raymond James & Associates, Inc.
  Jacksonville, FL
• 2002-07-29 → 2007-09-25
  Citigroup Global Markets Inc.
  Jacksonville, FL
  Jacksonville, FL

Other Businesses

1) True North Group, LLC; not investment-related, President/Managing Member; Entity is only to provide payroll and as lease entity for business; Ponte Vedra Beach, FL 32082; Started July 2017; approx. 4 hours per month; 0 hours during trading. 2) Insurance; Investment-related; Agent; Not engaged in selling insurance or receiving commissions, insurance license kept active to service existing policies; Ponte Vedra Beach, FL; Started 10/2002; 3) Decision Clarity Labs, Inc.; not investment-related; CEO; Entity formed to conduct research and develop educational tools focused on financial decision systems and complexity; Ponte Vedra Beach, FL; Started 01/2026; Approx. 50% of time spent on this activity

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-10
• S63 Uniform Securities Agent State Law Examination
  2002-06-29

Designations

• Certified Financial Planner

Other Names

• Julie Lyn Banks
• Julie L. Covington
• Julie Lyn Covington