Julie M. Murphy
Professional summary
Julie Marie Murphy, CFP®, ChFC®, CLU®, who also goes by Julie Marie Casserly, Julie Murphy Casserly, Julie M Murphy, is a registered financial advisor currently at JMC WEALTH located in Chicago, Illinois and SEQUOIA WEALTH MANAGEMENT, LLC located in Chicago, Illinois.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Julie has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie Marie Murphy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
July 21, 2006 - Present
JMC WEALTH
Office #1: 1017 West Washington Suite 3 E, Chicago, IL 60607January 16, 2015 - Present
SEQUOIA WEALTH MANAGEMENT, LLC
Office #1: 1017 W. Washington 3h, Chicago, IL 60607September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 1017 W Washington Blvd Unit 3h, Chicago, IL 60607January 20, 2023 - December 22, 2023
LPL FINANCIAL LLC
September 8, 2009 - October 28, 2015
LPL FINANCIAL LLC
July 7, 2004 - October 13, 2009
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
May 12, 2004 - September 8, 2009
ASSOCIATED SECURITIES CORP.
May 7, 2004 - September 8, 2009
ASSOCIATED SECURITIES CORP.
July 9, 1999 - May 25, 2004
SIGNATOR INVESTORS, INC.
October 9, 1995 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
October 9, 1995 - May 25, 2004
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
SEQUOIA WEALTH MANAGEMENT, LLC
CRD#: 170543 / SEC#: 801-80362
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/13/2014)
(9/8/2009)
(9/8/2009)
(9/8/2009)
(6/14/2016)
(9/9/2009)
(9/18/2017)
(12/11/2025)
(7/21/2006)
(9/8/2009)
(9/8/2009)
(5/27/2020)
(9/13/2010)
(12/5/2016)
(12/7/2016)
(6/21/2024)
(10/10/2012)
(9/8/2009)
(7/11/2017)
(9/8/2009)
(3/28/2017)
(4/17/2017)
(4/29/2025)
(9/8/2009)
(3/1/2022)
(9/8/2009)
(7/1/2010)
(10/16/2012)
(12/11/2012)
(9/8/2009)
(3/1/2016)
(2/24/2021)
(9/8/2009)
(9/8/2009)
(9/8/2009)
(9/8/2009)
Exams
FINRA
Current Firm
SEQUOIA WEALTH MANAGEMENT, LLC
CRD#: 170543 / SEC#: 801-80362
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,698 |
| AUM (Assets Under Management) | $ 514,331,206 |
Red Flags
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