Julia Kathleen Theis
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
2 statesRegistered in
$501BFirm assets
51 yearsFirm 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Ymca Dance AcademyOct 2024 to now
- Raymond James & Associates, Inc.May 2021 to now
- Five Bucks DrinkeryJan 2022 to Jan 2025
- Mickey'sFeb 2021 to Jun 2021
- The Connor GroupJun 2020 to Feb 2021
- PitayaMay 2019 to Aug 2019
- Victoria's SecretMay 2019 to Aug 2019
- Raymond James and AssociatesMay 2018 to Aug 2018
- Raymond James and AssociatesMay 2017 to Aug 2017
- Ohio UniversityAug 2016 to May 2020
- Tilly'sNov 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6813583
- Firm CRD
- 705