Julie Diane Hess

Flower Mound, TX

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Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-07

TX RA
APPROVED

Since 2026-07-07

Branch Locations

3704 Dresage Ln, Flower Mound, TX 75022 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Td Ameritrade	Southlake	TX	03/2022	04/2023
Baylor Scott And White Medical Center	Grapevine	TX	08/2017	01/2022
Unemployed	N/A	TX	11/2016	08/2017
Fairway Mortgage	Flower Mound	TX	11/2014	11/2016
Kelley Services/Elizabeth Arden	Grapevine	TX	11/2018	12/2018
Charles Schwab & Co., Inc.	Westlake	TX	03/2022	07/2026
Edward Jones	St Louis	MO	07/2026	Present

03/2022 → 04/2023

Td Ameritrade

Southlake, TX
08/2017 → 01/2022

Baylor Scott And White Medical Center

Grapevine, TX
11/2016 → 08/2017

Unemployed

N/A, TX
11/2014 → 11/2016

Fairway Mortgage

Flower Mound, TX
11/2018 → 12/2018

Kelley Services/Elizabeth Arden

Grapevine, TX
03/2022 → 07/2026

Charles Schwab & Co., Inc.

Westlake, TX
07/2026 → Present

Edward Jones

St Louis, MO

Previous Registrations

2024-10-17 → 2026-07-29

Charles Schwab & Co., Inc.

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-15
S63	Uniform Securities Agent State Law Examination	2022-07-08

S66 Uniform Combined State Law Examination

2024-10-15
S63 Uniform Securities Agent State Law Examination

2022-07-08

Other Names

Julie Hess
Julie Diane Hess
Julie Diane Phipps
Julie Diane Phipps-Hess

View on SEC IAPD

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