Julie Jones

Senior Relationship Manager*

As a Senior Relationship Manager, Julie provides advisors with operations support, new account setup, portfolio management, and financial plan consulting. In a prior role, Julie worked at a large financial services company for 21 years, with the last 16 years as a sales consultant for various investment products. She earned a BBA in Finance at Iowa State University.

*Part of Vision Network

Go Back

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, FL, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Mosaic Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Mosaic Financial Advisers