Unclaimed Profile

Jeffrey Paul Julien

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

SIE, Series 7, Series 15, Series 63, Series 99TOClean record40 years registeredRAYMOND 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. · 40 years registered

Brand Profile

Not yet started

Career History

RAYMOND JAMES & ASSOCIATES, INC.

Feb 1986 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 15

Series 63

Series 99TO

Registration record

First registered · February 7, 1986

Years registered · 40

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAYMOND JAMES & ASSOCIATES, INC.

CRD 705 · SEC 801-10418

AUM

$433.8B

Regulatory assets under management

Employees

13,966

1,070,028 client accounts

Services offered by RAYMOND JAMES & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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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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