Julina Lee Ogilvie
Investment adviser representative at Principle Wealth
15 yearsExperience
1 stateRegistered in
$3.2BFirm assets
8 yearsFirm in business
Are you Julina Lee Ogilvie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Principle WealthApr 2020 to now
- Principle Wealth Partners LLCApr 2020 to now
- JPMorgan Asset ManagementAug 2011 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law1997
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CT).
Principle Wealth
Legal name: Principle Wealth Partners LLC
$3.2BAssets managed
1,210Clients
21Advisers
8 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
- 2928883
- Firm CRD
- 290180