Juli-ann L. Marquette

ELEMENT WEALTH

Ridgeland, MS 39157

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CRD#: 7435494

Professional summary

Juli-ann Lenora Marquette, who also goes by Juli-ann Evans, is a registered financial advisor currently at ELEMENT WEALTH, LLC located in Ridgeland, Mississippi.

Juli-ann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Juli-ann has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Juli-Ann Evans

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.

Pine Properties, LLC Not investment related 631 Chickasaw Ave, Jackson MS 39206 Rental Property LLC member / managing member April 2016 approx 5-10 hours total per month; rental collections, property management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juli-ann Lenora Marquette'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

September 14, 2021 - Present

ELEMENT WEALTH, LLC

Office #1: 800 Woodlands Pky Suite 201, Ridgeland, MS 39157

RIA

CRD#: 114968

Ridgeland, MS

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".

ELEMENT WEALTH, LLC

BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC

CRD#: 114968 / SEC#: 801-61758

RIA

Registered Investment Advisory firm - (1/24/2003 Approved)

Mississippi

Registered Investment Advisory firm - (3/14/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Louisiana
(9/14/2021)

IAR

Mississippi
(9/14/2021)

IAR

Texas
(9/14/2021)

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 65

Date: 8/23/2021

Uniform Investment Adviser Law Examination

Current Firm

ELEMENT WEALTH, LLC

BARRY C. SMITH | WOODRIDGE CAPITAL PORTFOLIO MANAGEMENT, LLC | SMITH,BARRY,CARL | ELEMENT WEALTH, LLC

CRD#: 114968 / SEC#: 801-61758

RIA

Registered Investment Advisory firm - (1/24/2003 Approved)

Mississippi

Registered Investment Advisory firm - (3/14/2003 Terminated)

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Contact information

Main Address

800 Woodlands Pky Suite 201, Ridgeland, MS 39157

Mailing Address

Phone number

(601) 957-6006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEMENT WEALTH ADV 2A MARCH 2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	1,572
AUM (Assets Under Management)	$ 641,942,995

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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Juli-ann L. Marquette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juli-ann Lenora Marquette's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEMENT WEALTH, LLC

Primary Firm SEC Registration

ELEMENT WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2021

Current Firm

ELEMENT WEALTH, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEMENT WEALTH, LLC

TRUST BUT VERIFY

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