Julia Lucille Madden
Investment adviser representative at Kestra Private Wealth Services, LLC
13 yearsExperience
1 stateRegistered in
$13.5BFirm assets
15 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kestra Private Wealth Services, LLCDec 2024 to now
- Kestra Investment Services, LLCDec 2024 to now
- Bank of America, N.A.Nov 2021 to Dec 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Dec 2024
- UnemployedMay 2021 to Jul 2021
- Bank of America Merrill LynchJun 2020 to Aug 2020
- O+d BuildersJul 2019 to Aug 2019
- Customers BankJun 2018 to Aug 2018
- Elon UniversityJun 2017 to May 2021
- Princeton High SchoolJun 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 7261135
- Firm CRD
- 155193