Julie Anne Jones
Investment adviser representative at Fairway Investment Group, LLC
36 yearsExperience
1 stateRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Fairway Investment Group, LLCApr 2018 to now
- Mea Financial ServicesFeb 2017 to now
- Paradigm Equities, Inc.Feb 2017 to now
- Gull Lake Community SchoolsDec 1990 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
Fairway Investment Group, LLC
$107.1MAssets managed
844Clients
29Advisers
Under 1 yearIn 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
- 6706877
- Firm CRD
- 149034