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Julianna L Ruark

Edward Jones

Chanhassen, MN

CRD 8052280

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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 2025-08-07
MN RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2025-08-07
  • MN RA
    APPROVED
    Since 2025-05-29

Branch Locations

600 Market Street Suite 250, Chanhassen, MN 55317 • 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 03/2025 Present
Honey And Mackies Plymouth MN 08/2017 06/2020
Unemployed Wayzata MN 03/2015 07/2017
Unemployed Wayzata MN 06/2020 09/2020
University Of St. Thomas St. Paul MN 09/2020 05/2024
University Of St. Thomas St. Paul MN 09/2022 05/2024
Barnes And Noble Minnetonka MN 01/2022 10/2024
Unemployed Wayzata MN 10/2024 02/2025
  • 03/2025 → Present
    St. Louis, MO
  • 08/2017 → 06/2020
    Honey And Mackies
    Plymouth, MN
  • 03/2015 → 07/2017
    Unemployed
    Wayzata, MN
  • 06/2020 → 09/2020
    Unemployed
    Wayzata, MN
  • 09/2020 → 05/2024
    University Of St. Thomas
    St. Paul, MN
  • 09/2022 → 05/2024
    University Of St. Thomas
    St. Paul, MN
  • 01/2022 → 10/2024
    Barnes And Noble
    Minnetonka, MN
  • 10/2024 → 02/2025
    Unemployed
    Wayzata, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
  • S66 Uniform Combined State Law Examination
    2025-05-28

View on SEC IAPD

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