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Julia E Wittmann

Raymond James & Associates, Inc.

Latham, NY

CRD 6053625

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-18
NY RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2025-06-18
  • NY RA
    APPROVED
    Since 2025-05-22

Branch Locations

19 British American Blvd Floor 2, Latham, NY 12110 • 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 Advisors, Llc Albany NY 03/2015 11/2016
Wells Fargo Clearing Services, Llc Albany NY 11/2016 05/2025
Raymond James & Associates, Inc. Latham NY 05/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-24
  • S66 Uniform Combined State Law Examination
    2017-03-24
Other Names
  • Julia Elizabeth Deblock

View on SEC IAPD

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