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Julie A Wise

Edward Jones

Winchester, VA

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Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-03
VA RA APPROVED 2023-06-16
  • TX RA
    APPROVED
    Since 2025-02-03
  • VA RA
    APPROVED
    Since 2023-06-16

Branch Locations

1825 Valley Avenue, Winchester, VA 22601 • 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
Wells Fargo Clearing Services, Llc Front Royal VA 05/2015 06/2023
Edward Jones St Louis MO 06/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-25
  • S66 Uniform Combined State Law Examination
    2016-05-25
Other Names
  • Julie Anne Wise
  • Julie Covert
  • Julie Anne Covert

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

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JENNIE LYNN MORROW

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINCHESTER, VA
UNITED CAPITAL FINANCIAL ADVISORS · WINCHESTER, VA
D.A. DAVIDSON & CO. · WINCHESTER, VA
EDWARD JONES · WINCHESTER, VA
BUTTONWOOD WEALTH · WINCHESTER, VA
OSAIC INSTITUTIONS, INC. · WINCHESTER, VA
CETERA INVESTMENT ADVISERS LLC · WINCHESTER, VA
RBC CAPITAL MARKETS, LLC · WINCHESTER, VA

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