Best Investors Account Sign in

Julia Dyess

Edward Jones

Gig Harbor, WA

CRD 7053508

Claim This Profile
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:

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-05-23
WA RA APPROVED 2019-03-05
  • TX RA
    APPROVED
    Since 2019-05-23
  • WA RA
    APPROVED
    Since 2019-03-05

Branch Locations

3010 Harborview Dr Suite 201, Gig Harbor, WA 98335 • 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
Edward Jones St Louis MO 12/2018 Present
Physassist Scribes, Inc. Fort Worth TX 04/2015 12/2018
  • 12/2018 → Present
    Edward Jones
    St Louis, MO
  • 04/2015 → 12/2018
    Physassist Scribes, Inc.
    Fort Worth, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-04
  • S66 Uniform Combined State Law Examination
    2019-03-04
Designations
  • Certified Financial Planner
Other Names
  • Julia Elizabeth Deering
  • Julia Elizabeth Dyess

View on SEC IAPD

Nearby Firms

LIGHTHOUSE WEALTH STRATEGIES, LLC
SOWELL MANAGEMENT
CONESTOGA WEALTH PARTNERS

Nearby Investors

KELLY ROY CAVIEZEL
MEGAN ANNE HAYES
KARSTEN JON CAVIEZEL

Nearby Offices

LIGHTHOUSE WEALTH STRATEGIES, LLC · GIG HARBOR, WA
EDWARD JONES · GIG HARBOR, WA
SOWELL MANAGEMENT · Gig Harbor, WA

More in Gig Harbor, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor