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Julianne Keeai Okim

Raymond James Financial Services Advisors, Inc

Reston, VA

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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-06
MD RA APPROVED 2026-01-05
  • VA RA
    APPROVED
    Since 2026-01-06
  • MD RA
    APPROVED
    Since 2026-01-05

Branch Locations

11790 Sunrise Valley Dr Ste 103, Reston, VA 20191 • 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 10/2019 03/2024
Neighbors Bethesda MD 01/2015 09/2019
Jinya Ramen Bar North Bethesda MD 08/2018 12/2018
Eye Of The Needle Embroidery Ellicott City MD 04/2019 07/2019
Montgomery County Public School Rockville MD 12/2022 02/2024
Cutco Olean NY 05/2020 08/2020
Tell-A-Terp / Ruffalo-Noel Levitz College Park MD 10/2021 05/2022
Raymond James & Associates Saint Petersburg FL 03/2024 12/2025
Game Day Glamerous Tampa FL 08/2025 12/2025
Raymond James Financial Services, Inc. Reston VA 01/2026 Present
Raymond James Financial Services Advisors, Inc. Reston VA 01/2026 Present
University Of Maryland College Park MD 08/2019 05/2023
Okim Wealth Management, Llc Reston VA 01/2026 Present
  • 10/2019 → 03/2024
    Edward Jones
    St Louis, MO
  • 01/2015 → 09/2019
    Neighbors
    Bethesda, MD
  • 08/2018 → 12/2018
    Jinya Ramen Bar
    North Bethesda, MD
  • 04/2019 → 07/2019
    Eye Of The Needle Embroidery
    Ellicott City, MD
  • 12/2022 → 02/2024
    Montgomery County Public School
    Rockville, MD
  • 05/2020 → 08/2020
    Cutco
    Olean, NY
  • 10/2021 → 05/2022
    Tell-A-Terp / Ruffalo-Noel Levitz
    College Park, MD
  • 03/2024 → 12/2025
    Raymond James & Associates
    Saint Petersburg, FL
  • 08/2025 → 12/2025
    Game Day Glamerous
    Tampa, FL
  • 01/2026 → Present
    Raymond James Financial Services, Inc.
    Reston, VA
  • 01/2026 → Present
    Raymond James Financial Services Advisors, Inc.
    Reston, VA
  • 08/2019 → 05/2023
    University Of Maryland
    College Park, MD
  • 01/2026 → Present
    Okim Wealth Management, Llc
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-02
  • S66 Uniform Combined State Law Examination
    2023-10-02
Other Names
  • Julianne Okim
  • Julianne K Okim

View on SEC IAPD

Other Firms

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CETERA INVESTMENT ADVISERS LLC
CERITY PARTNERS LLC
AUTUMN WIND ASSET MANAGEMENT INC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS

Other Investors

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SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA
STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA

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