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James Dejulio

Collaborative Portfolio Management

Overland Park, KS

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Current Employers
Collaborative Portfolio Management

10985 Cody Street Suite 140, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-01-13
MO RA APPROVED 2025-01-13
  • KS RA
    APPROVED
    Since 2025-01-13
  • MO RA
    APPROVED
    Since 2025-01-13

Branch Locations

10985 Cody Street Suite 140, Overland Park, KS 66210 • 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 Overland Park KS 06/2015 12/2024
Raymond James Financial Services Advisors Inc. Overland Park KS 06/2015 12/2024
First National Bank Overland Park KS 01/2009 12/2024
Collaborative Portfolio Management Overland Park KS 12/2024 Present
Previous Registrations
  • 2020-12-02 → 2024-12-03
    Capital Portfolio Management L.L.C.
    Topeka, KS
  • 2015-06-17 → 2020-02-05
    Raymond James Financial Services Advisors, Inc
    Overland Park, KS
  • 2010-06-01 → 2015-06-18
    First National Capital Markets
    Overland Park, KS
    Overland Park, KS
  • 2008-01-29 → 2010-06-02
    Cetera Investment Services Llc
    Overland Park, KS
  • 2002-02-14 → 2008-01-29
    Osaic Fa, Inc.
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-07-23
S63 Uniform Securities Agent State Law Examination 1983-08-02
  • S65 Uniform Investment Adviser Law Examination
    1993-07-23
  • S63 Uniform Securities Agent State Law Examination
    1983-08-02
Designations
Other Names
  • James Nmn Dejulio

View on SEC IAPD

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JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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