Julia Donna Vega

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

• 08/2004 → Present
  Raymond James Financial Services, Inc
  Dunedin, FL
• 08/2004 → Present
  C & E Tax Service, Inc.
  Dunedin, FL
• 05/2006 → Present
  Notary
  Dunedin, FL
• 05/2006 → 09/2018
  Insurance - Non Variable
  Clearwater, FL
• 05/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Dunedin, FL

Other Businesses

(1)Name of Business: Address: Activity Type: Beneficiary-Non-Family Position/Title: Investment Related: Yes Start Date: 02/15/2006 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: (2)Name of Business: C&e Tax Service, Inc. Address: 2196 Main St Ste F, Dunedin, FL, 34698-5650, United States Activity Type: Tax Preparation Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 08/27/2004 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SUPERVISE AND AUTHORIZE ALL ACTIVITIES WITH THIS SERVICE

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-01-29

Other Names

• Julie Vega
• Julia Tabachuk