Julianne Finch
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesApr 2023 to now
- UnemployedJan 2023 to Apr 2023
- TargetOct 2021 to Jan 2023
- TargetJun 2021 to Aug 2021
- Kan PaiOct 2020 to Apr 2021
- DoordashJul 2020 to Oct 2020
- Mission BankJan 2020 to Apr 2020
- The WellJul 2019 to Jul 2021
- Office of Congressman Kevin MccarthyJun 2018 to Aug 2018
- California State University, BakersfieldAug 2016 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7719617
- Firm CRD
- 250