Julie Marie Murphy
Investment adviser representative at Sequoia Wealth Management, LLC
26 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$599.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Sequoia Wealth Management, LLCJan 2015 to now
- Sequioa Wealth Management, LLCJan 2015 to now
- LPL Financial LLCSep 2009 to now
- Jmc Wealth Management, Inc. (formerly: D.C. Financial, Inc.)Oct 2000 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, LA).
Sequoia Wealth Management, LLC
$599.6MAssets managed
1,640Clients
16Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2661569
- Firm CRD
- 170543