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Julia Marie Gunn

Edward Jones

Tempe, AZ

CRD 4686094

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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
IL RA APPROVED 2021-08-17
AZ RA APPROVED 2016-01-21
TX RA APPROVED_RES 2014-10-01
  • IL RA
    APPROVED
    Since 2021-08-17
  • AZ RA
    APPROVED
    Since 2016-01-21
  • TX RA
    APPROVED_RES
    Since 2014-10-01

Branch Locations

9875 S Priest Dr Ste 102, Tempe, AZ 85284 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 07/2003 Present
Other Businesses

Rental Property Type of business: rental property Phoenix, AZ Start date: 8/1/2021 Homeowner Hours per week: 1 Hours during trading: 0 Maintain property Rental Property Type of business: Home rental Phoenix, AZ Start date: 1/14/2022 Homeowner Hours per week: 0 Hours during trading: 0 Maintain property Rental Property Type of business: Homeowner Phoenix, AZ Start date: 1/3/2023 Homeowner Hours per week: 0 Hours during trading: 0 Manage the calendar of renters and cleaning and maintenance of the property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-05
S63 Uniform Securities Agent State Law Examination 2003-09-11
  • S66 Uniform Combined State Law Examination
    2016-01-05
  • S63 Uniform Securities Agent State Law Examination
    2003-09-11
Other Names
  • Julia Marie Walker
  • Julia M Gunn

View on SEC IAPD

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