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Julie Diane Johnsen

Waverly Advisors, LLC

Birmingham, AL

Lake Oswego, OR

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Current Employers
Waverly Advisors, Llc

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-10
OR RA APPROVED 2026-01-30
  • WA RA
    APPROVED
    Since 2026-03-10
  • OR RA
    APPROVED
    Since 2026-01-30

Branch Locations

600 University Park Place Suite 501, Birmingham, AL 35209 • United States

1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035 • 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
Northwest Wealth Advisors, Inc. Portland OR 09/2005 03/2021
Waverly Advisors, Llc Birmingham AL 01/2026 Present
Pure Portfolios Holdings Llc Lake Oswego OR 04/2021 03/2026
  • 09/2005 → 03/2021
    Northwest Wealth Advisors, Inc.
    Portland, OR
  • 01/2026 → Present
    Waverly Advisors, Llc
    Birmingham, AL
  • 04/2021 → 03/2026
    Pure Portfolios Holdings Llc
    Lake Oswego, OR
Previous Registrations
  • 2021-05-07 → 2026-03-10
    Pure Portfolios
    Lake Oswego, OR
  • 2013-03-22 → 2021-05-06
    Northwest Wealth Advisors, Llc
    West Linn, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-21
S63 Uniform Securities Agent State Law Examination 1997-04-15
  • S65 Uniform Investment Adviser Law Examination
    2013-03-21
  • S63 Uniform Securities Agent State Law Examination
    1997-04-15
Other Names
  • Julie Diane Bowersox
  • Julie Bowersox

View on SEC IAPD

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