Julie Thomas

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:

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

Current Employers

Employment History

• 08/2016 → 08/2021
  Institutional Pharmacy Solutions
  Montgomery, AL
• 08/2021 → 02/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 11/2021 → 02/2022
  Northwestern Mutual Investment Services Llc
  Huntersville, NC
• 04/2022 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

Union County (NC) Library Board of Trustees Type: Date: 08/27/19 Title: Board Member Trad Hrs: 0 Tot Hrs: 0 Desc: Monthly review of Library policies and processes. City-State: Monroe NC

Exams

• S66 Uniform Combined State Law Examination
  2022-07-01
• S63 Uniform Securities Agent State Law Examination
  2022-01-10

Other Names

• Julie Renee Gordon
• Julie Renee Gordon
• Julie Gordon Thomas