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JJ

Julie Johnson Mcveigh

NORTHWEST ASSET MANAGEMENT
Weston, MA
Some features on this profile are disabled
CRD#: 4541632
JJ

Professional summary

Julie Johnson Mcveigh, who also goes by Julie T. Mcveigh, is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Weston, Massachusetts.

Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Julie has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julie T. Mcveigh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julie Johnson Mcveigh's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 10, 2026 - Present

NORTHWEST ASSET MANAGEMENT

RIA
CRD#: 147923
Weston, MA
Past

December 6, 2023 - February 12, 2026

NIA IMPACT CAPITAL

RIA
CRD#: 286587
Weston, MA
Past

May 2, 2008 - January 26, 2023

REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC

RIA
CRD#: 137342
BOSTON, MA
Past

January 11, 2005 - February 7, 2008

NORTHSTAR ASSET MANAGEMENT, INC

RIA
CRD#: 107138
BOSTON, MA
Past

March 12, 2003 - December 31, 2004

NORTHSTAR ASSET MANAGEMENT, INC

RIA
CRD#: 107138
BOSTON, MA
Past

September 28, 2000 - March 26, 2003

LOWELL BLAKE & ASSOCIATES INC.

RIA
CRD#: 105127
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(2/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/14/2000
Uniform Investment Adviser Law Examination

Current Firm

NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 147923 / SEC#: 801-69483

RIA
Registered Investment Advisory firm - (8/20/2008 Approved)
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Contact information

Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 838-3680
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (147923) (3/31/2025)
ADV PART 2 NWASSET WRAP (147923) (3/31/2025)

Regulatory assets under management

Total Number of Accounts8,844
AUM (Assets Under Management)$ 3,608,262,509

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NORTHWEST ASSET MANAGEMENT

CRD#: 147923Weston, MA

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