Julie O. Roth
INTEGRIS WEALTH MANAGEMENT
Monterey, CA 93940
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CRD#: 7045074
Professional summary
Julie Olson Roth, CFP®, CIMA® is a registered financial advisor currently at INTEGRIS WEALTH MANAGEMENT, LLC located in Monterey, California.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Julie has worked at 3 firms and has passed the Series 65 exam.
Biography
- I spent 20 years in the U.S. Air Force and retired as a lieutenant colonel in 2013. I worked in acquisitions conducting data analysis on newly developed weapons systems and in international relations advising senior leaders on military-political affairs.
- I am a native of South Dakota and have lived in several places during my military career, but I’m very happy to call Pacific Grove, CA home. I enjoy spending time with her husband and son, traveling, golfing, and soaking up the beautiful scenery around the Monterey Bay.
- I serve as Trustee, Treasurer, and the Investment Committee Chair for the Naval Postgraduate School Foundation in Monterey and as the Treasurer of the Rotary Club of Pacific Grove.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Do you have an area of expertise or specialization?
College/Education Planning
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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.
Community Foundation for Monterey County; Business - not investment related; 2354 Garden Road, Monterey, CA 93940; Non profit; Investment Committee Chair; Start 1/1/2025; 1 hour/month; 0 hours/month during securities trading hours; Run investment committee meetings
CRS (Client Relationship Summary) - RIA
Click below to view Julie Olson Roth's 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®
Start date: 2020
Experience
Current
July 3, 2025 - Present
INTEGRIS WEALTH MANAGEMENT, LLC
Office #1: 435 Washington Street Suite A, Monterey, CA 93940RIA
CRD#: 111336
Monterey, CA
Past
April 1, 2025 - May 21, 2025
CREATIVE PLANNING
RIA
CRD#: 105348
Monterey, CA
Past
November 16, 2018 - April 21, 2025
MONTEREY PRIVATE WEALTH, INC.
RIA
CRD#: 114572
MONTEREY, CA
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".
INTEGRIS WEALTH MANAGEMENT, LLC
GIFFORD LEHMAN ADVISORY SERVICES | LEHMAN, GIFFORD R | LEHMAN & LEAVY WEALTH MANAGEMENT | L&L WEALTH MANAGEMENT, LLC | INTEGRIS WEALTH MANAGEMENT, LLC | GIFFORD ROBERT LEHMAN
CRD#: 111336 / SEC#: 801-66376
RIA
Registered Investment Advisory firm - (3/13/2006 Approved)California
Registered Investment Advisory firm - (3/20/2006 Terminated)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
California(7/3/2025)
IAR
Texas(7/3/2025)
Current Firm
INTEGRIS WEALTH MANAGEMENT, LLC
GIFFORD LEHMAN ADVISORY SERVICES | LEHMAN, GIFFORD R | LEHMAN & LEAVY WEALTH MANAGEMENT | L&L WEALTH MANAGEMENT, LLC | INTEGRIS WEALTH MANAGEMENT, LLC | GIFFORD ROBERT LEHMAN
CRD#: 111336 / SEC#: 801-66376
RIA
Registered Investment Advisory firm - (3/13/2006 Approved)California
Registered Investment Advisory firm - (3/20/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
435 Washington Street Suite A, Monterey, CA 93940
Mailing Address
Phone number
(831) 333-1717
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,037 |
| AUM (Assets Under Management) | $ 635,103,248 |
Red Flags
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Company Information
INTEGRIS WEALTH MANAGEMENT, LLC
CRD#: 111336Monterey, CA 93940TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
