Julie A Matulia

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2013 → Present
  Guardian Life Insurance Co Of America
  Peachtree City, GA
• 08/2014 → 12/2023
  Cambridge Investment Research, Inc
  Fairfield, IA
• 08/2014 → 12/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2023 → Present
  Osaic Wealth Inc
  Peachtree City, GA

Previous Registrations

• 2014-08-04 → 2023-12-19
  Cambridge Investment Research Advisors, Inc.
  Peachtree City, GA
  Lagrange, GA
  Kiawah, SC
• 2009-01-12 → 2014-08-08
  Park Avenue Securities Llc
  Peachtree City, GA
  Atlanta, GA
  Atlanta, GA
  Tyrone, GA
  Peachtree City, GA

Other Businesses

1) JM FINANCIAL PLANNING, LLC, 403 RIDGELAKE DR, PEACHTREE CITY, GA, 12/1987, AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL, 1HR/WK, 4 HR/MO TRADING 2) JM FINANCIAL PLANNING, LLC, 403 RIDGELAKE DR, PEACHTREE CITY, GA; 01/2011, DIVORCE COACH; INV REL; 12 HRS/MO, 12 HRS/MO TRADING 3) DIVORCE COACHING POSITION: Divorce Coach NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2018 ADDRESS: 403 Ridgelake Drive, Peachtree City GA 30269, United States DESCRIPTION: Assess divorcing needs and dispense advice. The process often includes helping to guide the financial settlement by taking all of the financial data, splitting in two as efficiently as possible. 4) INSURANCE AGENT - JULIE MATULIA POSITION: Insurance Agent NATURE: Life Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/1987 ADDRESS: 403 Ridgelake Drive, Peachtree City GA 30269, United States DESCRIPTION: Quote and secure fixed life insurance for clients as needed. 5) JM FINANCIAL PLANNING, LLC POSITION: Representative NATURE: Doing business as ("DBA") name, "JM Financial Planning, LLC?." INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2011 ADDRESS: 403 Ridgelake Drive, Peachtree City GA 30269, United States DESCRIPTION: Doing business as ("DBA") name, "JM Financial Planning, LLC?."

Exams

• S66 Uniform Combined State Law Examination
  2008-12-29
• S63 Uniform Securities Agent State Law Examination
  2007-03-26

Other Names

• Julie Ann Ely