Adviser and broker representative · Jmc Wealth
Julie M. Murphy
CRD 2661569 · Chicago, IL
At a glance
Julie M. Murphy is an investment adviser representative with Jmc Wealth in Chicago, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julie’s SEC record dates to 1999, about 27 years ago. Julie is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firms
- Jmc WealthSince July 2006Chicago, IL · State-registered or not in the SEC’s list
- Sequoia Wealth Management, LLCSince January 2015Chicago, IL · $600M in regulatory assets
SEC adviser record
- Registered since
- 1999 (27 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Julie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.