Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Anne Jones is a financial advisor who has been in the industry since 2016 and holds Series 6, 7, 63, and 65 securities licenses. She is currently registered with Fairway Investment Group, LLC and has been associated with them since April 2018. Prior to her role at Fairway Investment Group, LLC, Julie Anne Jones held roles with Paradigm Equities, Inc. and MEA Financial Services. Julie Anne Jones works with individual clients and provides services such as portfolio management and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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MI
06/14/2017 - Present
Fairway Investment Group, LLC (KALAMAZOO MI)
IA
Issued 06/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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