JJ
Julie Jenkins
REDESIGN WEALTH PLANNING
ROBERTSDALE, AL
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CRD#: 7898330
JJ
Professional summary
Julie Jenkins is a registered financial advisor currently at REDESIGN WEALTH PLANNING located in Robertsdale, Alabama.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Julie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Julie Jenkins'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®
NoneExperience
Current
August 21, 2024 - Present
REDESIGN WEALTH PLANNING
RIA
CRD#: 330748
ROBERTSDALE, AL
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
Alabama(8/21/2024)
Current Firm
RW
REDESIGN WEALTH PLANNING
JJ INTEGRITY INVESTMENTS LLC | REDESIGN WEALTH PLANNING LLC | REDESIGN WEALTH PLANNING
CRD#: 330748 / SEC#:
Alabama
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Contact information
Main Address
Robertsdale, AL
Mailing Address
P O Box 1176, Robertsdale, AL 36567
Phone number
(251) 422-9689
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
