Julia Nicole Naman
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$390BFirm 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 feeCommissionsOther
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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.May 2026 to now
- Raymond James Financial Services, Inc.May 2026 to now
- Federal Financial Planner LLCAug 2025 to May 2026
- Cornerstone Christian Wealth ManagementAug 2020 to May 2026
- LPL FinancialAug 2020 to May 2026
- Wi SchoolJan 2020 to Mar 2020
- Maupin Financial AdvisorsJun 2018 to Nov 2018
- Fulbright Student ProgramJun 2017 to Apr 2018
- Westlake MagazineJan 2016 to Jul 2020
- Pepperdine UniversityAug 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6991262
- Firm CRD
- 149018