Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie DeWitt is a financial advisor with J.P. Morgan Securities LLC. Julie has been working in the financial services industry since 1993. Her professional experience includes previous roles at Lehman Brothers Inc. and JPMorgan Chase Bank, N.A.. Julie currently holds FINRA Series 7, 63, and 66 licenses. Julie is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advisory services in multiple states. Julie is able to offer a range of financial products and services, including investment planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/07/2018 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
03/18/1996 - 07/19/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
NY
09/14/1993 - 03/22/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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