JL
Julie Louise Parisio Roy
CRD 2945708
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Badgley Phelps Wealth Managers, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Badgley Phelps Wealth Managers, Llc
Chief Executive Officer And Wealth Manager · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗