Unclaimed Profile

Jeffrey Paul Julien

RAYMOND JAMES & ASSOCIATES, INC.·ST. PETERSBURG, Florida

Series 99, Series 15, Series 7, Series 63Clean recordRAYMOND JAMES & ASSOCIATES, INC.

880 CARILLON PARKWAY, ST. PETERSBURG, FL 33716CRD# 1453432Firm CRD# 705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Paul Julien · ST. PETERSBURG, FL

Registration

CRD #1453432 · RAYMOND JAMES & ASSOCIATES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Paul Julien is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with RAYMOND JAMES & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RAYMOND JAMES & ASSOCIATES, INC.

AUM

$433.8B

Regulatory assets under management

Employees

13966

Total firm employees

View all advisors at RAYMOND JAMES & ASSOCIATES, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 1453432

Firm CRD# 705

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Paul Julien offer?

Jeffrey Paul Julien specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Jeffrey Paul Julien's credentials?

Jeffrey Paul Julien is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Paul Julien located?

Jeffrey Paul Julien is based in ST. PETERSBURG, Florida, working with RAYMOND JAMES & ASSOCIATES, INC.. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Jeffrey Paul Julien charge for services?

Jeffrey Paul Julien's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAYMOND JAMES & ASSOCIATES, INC.?

RAYMOND JAMES & ASSOCIATES, INC. has approximately 13966 employees and manages $433.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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