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Julie Anne Wensing

Edward Jones

Ft Collins, CO

CRD 2756026

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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_RES 2019-03-12
  • TX RA
    APPROVED_RES
    Since 2019-03-12

Branch Locations

2032 Lowe St Suite 203, Ft Collins, CO 80525 • 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 04/2002 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-04-18
  • S63 Uniform Securities Agent State Law Examination
    2003-04-18
Other Names
  • Julie Anne Genoways

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

BRADLEY N EADS
MATTHEW EDWARD PHILLIPS
Jacob Gregory Gerk

Nearby Offices

LPL FINANCIAL LLC · FT COLLINS, CO
EAGLE STRATEGIES LLC · FORT COLLINS, CO
EDWARD JONES · FT COLLINS, CO

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