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Julie Lynne White

Edward Jones

Maple Valley, WA

CRD 6174241

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-04-12
WA RA APPROVED 2019-04-04
  • TX RA
    APPROVED_RES
    Since 2019-04-12
  • WA RA
    APPROVED
    Since 2019-04-04

Branch Locations

22443 Se 240Th St Ste #205, Maple Valley, WA 98038 • 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
Edward Jones Maple Valley WA 03/2013 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-03
  • S66 Uniform Combined State Law Examination
    2019-04-03
Other Names
  • Julie Lynne Bordwell
  • Julie Lynne Gleaves

View on SEC IAPD

Nearby Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWEST ASSET MANAGEMENT

Nearby Investors

Amanda Renee Gross
Lauren Brown
Brody A Kunz

Nearby Offices

EDWARD JONES · MAPLE VALLEY, WA
EDWARD JONES · MAPLE VALLEY, WA
EDWARD JONES · MAPLE VALLEY, WA

More in Maple Valley, WA

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