Julienne M. Valois

FIRST PACIFIC FINANCIAL

VANCOUVER, WA 98660

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CRD#: 6404293

Professional summary

Julienne Meret Valois, CFP®, who also goes by Julienne M Golnik, Julienne M Valois, is a registered financial advisor currently at FIRST PACIFIC FINANCIAL, INC. located in Vancouver, Washington.

Julienne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Julienne has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julienne M Golnik | Julienne M Valois

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.

1. Real estate ownership; Single Family; Vancouver, WA 98684; Investment Related; August 2000; 1 HR/MONTH AND 0 DURING TRADING 2. Julienne M. Valois maintains an insurance license with the Washington state insurance commissions. However, she is not authorized to sell insurance products or receive any commissions of additional compensation for the sale of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julienne Meret Valois'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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 1, 2016 - Present

FIRST PACIFIC FINANCIAL, INC.

Office #1: 610 Esther Street Suite 100, Vancouver, WA 98660Office #2: 811 Sw 6th Ave Suite 1000, Portland, OR 97204

RIA

CRD#: 284736

VANCOUVER, WA

Past

January 13, 2016 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

VANCOUVER, WA

Past

January 13, 2016 - December 31, 2017

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

VANCOUVER, WA

Past

December 11, 2014 - January 20, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VANCOUVER, WA

Past

November 19, 2014 - January 20, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

VANCOUVER, WA

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".

FIRST PACIFIC FINANCIAL, INC.

FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736 / SEC#: 801-108251

RIA

Registered Investment Advisory firm - (8/17/2016 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

Oregon
(9/9/2016)

IAR

Texas
(5/19/2021)

IAR

Washington
(9/1/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/11/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/19/2014

General Securities Representative Examination

Current Firm

FIRST PACIFIC FINANCIAL, INC.

FIRST PACIFIC FINANCIAL | TODD R.E. STRYKER, CFP, INC. | FIRST PACIFIC FINANCIAL, INC.

CRD#: 284736 / SEC#: 801-108251

RIA

Registered Investment Advisory firm - (8/17/2016 Approved)

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Contact information

Main Address

610 Esther Street Suite 100, Vancouver, WA 98660

Mailing Address

Phone number

(360) 254-2585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR FIRST PACIFIC FINANCIAL (6/18/2025)

Regulatory assets under management

Total Number of Accounts	3,785
AUM (Assets Under Management)	$ 1,512,115,778

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.

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Advisor Monitoring

Firm Stability Insights

Julienne M. Valois

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julienne Meret Valois's CRS (Customer Relationship Summary).

Certified licenses

Experience

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FIRST PACIFIC FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/11/2014

SIE

Date: 12/31/2017

Series 7

Date: 11/19/2014

Current Firm

FIRST PACIFIC FINANCIAL, INC.

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST PACIFIC FINANCIAL, INC.

TRUST BUT VERIFY

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