Julie Cathleen Kenrick

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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:

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

Current Employers

Employment History

• 04/1996 → Present
  Raymond James Financial Services, Inc.
  Fenton, MI
• 09/2010 → Present
  Raymond James Financial Services Advisors, Inc
  Fenton, MI
• 10/2015 → Present
  Lakeside Wealth Management
  Reese, MI

Other Businesses

(1)Name of Business: Lakeside Wealth Management Address: 14165 N. Fenton Rd., Suite 201A2, Fenton, MI 48430, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-12-19
• S65 Uniform Investment Adviser Law Examination
  1994-07-28

Other Names

• Julie Schaeffer
• Julie Kenrick