JK
Julia E. Kaye
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN 37932
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CRD#: 8060418
JK
Professional summary
Julia Ellyn Kaye, who also goes by Julia Ellyn Little, Julia Little, is a registered financial advisor currently at BLUE RIDGE WEALTH PLANNERS located in Knoxville, Tennessee.
Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julia has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julia Ellyn Little | Julia Little
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)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:07/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS. 2.) Knox County Young Democrats of America; INV RELATED:NO; As a completely volunteer-led organization, YDA mobilizes young people under the age of 36 to participate in the electoral process to elect Democrats, advocate for progressive issues, and train the next generation of progressive leaders. Operational Finance and Governance Lead; Start date: 9/1/2025; HOURS/MONTH:4-12hrs; TRADINGHOURS/MONTH 0; Direct KYD's Finance & Compliance function, Lead Governance & Policy Compliance, Support role in Research & Policy, Shared role in Community Engagement & Events,
CRS (Client Relationship Summary) - RIA
Click below to view Julia Ellyn Kaye'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
March 28, 2025 - Present
BLUE RIDGE WEALTH PLANNERS
Office #1: 9725 Cogdill Road Suite 101, Knoxville, TN 37932RIA
CRD#: 285347
Knoxville, TN
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".
BR
BLUE RIDGE WEALTH PLANNERS
BLUE RIDGE WEALTH PLANNERS | RETIREMENT FINANCIAL SOLUTIONS, LLC | GREAT VALLEY ASSET MANAGEMENT
CRD#: 285347 / SEC#: 801-123504
RIA
Registered Investment Advisory firm - (3/22/2022 Approved)Florida
Registered Investment Advisory firm - (3/23/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/24/2022 Terminated)Texas
Registered Investment Advisory firm - (3/23/2022 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
Tennessee(3/28/2025)
Current Firm
BR
BLUE RIDGE WEALTH PLANNERS
BLUE RIDGE WEALTH PLANNERS | RETIREMENT FINANCIAL SOLUTIONS, LLC | GREAT VALLEY ASSET MANAGEMENT
CRD#: 285347 / SEC#: 801-123504
RIA
Registered Investment Advisory firm - (3/22/2022 Approved)Florida
Registered Investment Advisory firm - (3/23/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/24/2022 Terminated)Texas
Registered Investment Advisory firm - (3/23/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9725 Cogdill Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 392-4260
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 723 |
| AUM (Assets Under Management) | $ 275,684,151 |
Red Flags
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Company Information
BLUE RIDGE WEALTH PLANNERS
CRD#: 285347Knoxville, TN 37932TRUST BUT VERIFY
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