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Julie Jenkins

Redesign Wealth Planning

Robertsdale, AL

CRD 7898330

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Employer firm

Redesign Wealth Planning CRD 330748

$894.3K regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Redesign Wealth Planning

Robertsdale, AL • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2024-08-21
  • AL RA
    APPROVED
    Since 2024-08-21

Branch Locations

Robertsdale, AL • 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
Jj Integrity Investments Llc Dba Redesign Wealth Planning Robertsdale AL 04/2024 Present
Care Financial Robertsdale AL 01/2022 01/2024
Southern Women's Specialist Robertsdale AL 12/2007 02/2022
  • 04/2024 → Present
    Jj Integrity Investments Llc Dba Redesign Wealth Planning
    Robertsdale, AL
  • 01/2022 → 01/2024
    Care Financial
    Robertsdale, AL
  • 12/2007 → 02/2022
    Southern Women's Specialist
    Robertsdale, AL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26

View on SEC IAPD

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