Julianne Stockbauer (CRD# 6430723) is an Investment Advisor Representative working at Edward Jones in Raleigh , NC and has over 8 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 5895360
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Charlotte, NC | Oct 2020 - Current | 3 |
| Dimensional Fund Advisors | Charlotte, NC | Jan 2020 - Jul 2020 | < 1 |
| Edward Jones | St. Louis, MO | Jan 2015 - Jan 2020 | 5 |
| Washington University In St. Louis | St. Louis, MO | Aug 2014 - Dec 2014 | < 1 |
| Exxonmobil | Houston, TX | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
- NC
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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