Julie Wakefield

J.P. Morgan Securities LLC

Port Townsend, WA

Port Angeles, WA

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Current Employers

J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-03
WA	RA	APPROVED	2020-10-09
FL	RA	APPROVED	2019-07-08

TX RA
APPROVED

Since 2023-05-03
WA RA
APPROVED

Since 2020-10-09
FL RA
APPROVED

Since 2019-07-08

Branch Locations

419 Kearney Street, Port Townsend, WA 98368 • United States

101 W. Front Street, Port Angeles, WA 98362 • United States

680 W. Washington St.. Suite D, Sequim, WA 98382 • 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

Organization	City	State	From	To
Sagepoint Financial, Inc.	Sun City Center	FL	07/2016	06/2019
Payant Wealth Management Group	Sun City Center	FL	08/2016	06/2019
J.P. Morgan Securities Llc	Sequim	WA	06/2019	Present
Jpmorgan Chase Bank, N.A.	Sequim	WA	06/2019	Present

07/2016 → 06/2019

Sagepoint Financial, Inc.

Sun City Center, FL
08/2016 → 06/2019

Payant Wealth Management Group

Sun City Center, FL
06/2019 → Present

J.P. Morgan Securities Llc

Sequim, WA
06/2019 → Present

Jpmorgan Chase Bank, N.A.

Sequim, WA

Previous Registrations

2016-08-22 → 2019-06-26

Payant Wealth Management Group

Sun City Center, FL
2008-10-07 → 2016-07-21

Choreo, Llc

Seattle, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-02

S66 Uniform Combined State Law Examination

2020-09-02

Designations

Other Names

Julie Ann Culhane
Julie Culhane Horrigan
Julie Ann Wakefield

View on SEC IAPD

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