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Julie Kelley Flowers

Barnes Pettey Financial Advisors, LLC

Clarksdale, MS

CRD 5153618

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Employer firm

Barnes Pettey Financial Advisors, LLC CRD 142944

$1.31B regulatory AUM 95 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Barnes Pettey Financial Advisors, Llc

252 Sunflower Avenue, Clarksdale, MS 38614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-13
LA RA APPROVED 2020-05-11
MS RA APPROVED 2007-11-01
  • TX RA
    APPROVED_RES
    Since 2023-11-13
  • LA RA
    APPROVED
    Since 2020-05-11
  • MS RA
    APPROVED
    Since 2007-11-01

Branch Locations

252 Sunflower Ave., Clarksdale, MS 38614 • 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
Raymond James Financial Services, Inc. Clarksdale MS 06/2007 07/2025
Barnes Pettey Financial Advisors, Llc Clarksdale MS 05/2006 Present
Other Businesses

Julie Inc. - agricultural/farming business with spouse, non-active partner, no income earned, under 5 hours a month dedicated to this activity, minimal during business hours E & A Farms, LLC - agricultural/farming business with spouse, non-active partner, no income earned, under 5 hours a month dedicated to this activity, minimal during business hours J & S Planting Company - agricultural/farming business with spouse, non-active partner, no income earned, under 5 hours a month dedicated to this activity, minimal during business hours Licensed Independent Life Insurance Agent -Accident & Health or Sickness, Life, Variable Life and Variable Annuity - investment related: yes, less than 5 hours a week dedicated to this activity, minimal during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-10-26
  • S66 Uniform Combined State Law Examination
    2007-10-26
Other Names
  • Julie Lynn Kelley

View on SEC IAPD

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