Julie Elizabeth Adkins

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

• 12/1993 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Davenport, IA
• 05/2022 → 12/2025
  Raymond James & Associates, Inc.
  Peoria, AZ
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Glen Allen, VA
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Glen Allen, VA

Previous Registrations

• 2022-06-10 → 2025-12-31
  Raymond James & Associates, Inc.
  St. Petersburg, FL
  Silvis, IL
  Winfield, IN
• 2003-03-31 → 2022-05-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
  Davenport, IA
  Davenport, IA
  Peoria, AZ
  Davenport, IA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-28
• S63 Uniform Securities Agent State Law Examination
  1995-01-06

Other Names

• Julie E Adkins
• Julie Elizabeth Adkins