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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Thorpe Jones is an active investment advisor representative with Wells Fargo Clearing Services, LLC. Julie Thorpe Jones is registered in 30 states and is also licensed as an investment advisor in North Carolina. Julie Thorpe Jones has been in the securities industry since 2007 and holds several professional designations, including Chartered Financial Analyst. Julie Thorpe Jones has extensive experience providing financial planning and investment management services to individuals, businesses, and institutions. Julie Thorpe Jones specializes in a wide range of investment strategies and can assist clients with a variety of needs, including retirement planning, college savings, estate planning, and more. Julie Thorpe Jones has worked with Wells Fargo Advisors, LLC, and Wells Fargo Bank, NA, in the past.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
09/11/2024 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
10/22/2007 - 07/06/2010
WELLS FARGO ADVISORS, LLC (HOLLY SPRINGS NC)
BOTH
Issued 10/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/26/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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