Julie Louise Shumake

CRD 2543041 · Wells Fargo Advisors · St. Louis, MO

IA RegisteredBroker

Also appears in the source record as: Julie L Dewitt; Julie Louise Dewitt; Julie Dewitt; Julie Shumake

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (9): SIESeries 7Series 6Series 10Series 9Series 8Series 24Series 66Series 63
Registered states (1): Missouri
Years in the industry (source record): 30
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (14)

From the source registration record · current first

Wells Fargo Clearing Services, LLCCurrent
St. Louis, MO · BC capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Wells Fargo AdvisorsCurrent
St. Louis, MO · IA capacity

start not retrieved → present
Private Client Services, LLC
Creve Coeur, MO · BC capacity

Jun 4, 2018 → Apr 22, 2019
Rfg Advisory, LLC
Creve Coeur, MO · IA capacity

May 7, 2018 → Apr 22, 2019
Lpl Financial LLC
Creve Coeur, MO · BC capacity

May 7, 2018 → Jun 8, 2018
Scottrade Investment Management
Saint Louis, MO · IA capacity

Mar 27, 2015 → Mar 8, 2018
Scottrade, Inc.
St Louis, MO · BC capacity

Mar 23, 2015 → Mar 8, 2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Clayton, MO · IA capacity

Apr 8, 2013 → Mar 19, 2015
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Clayton, MO · BC capacity

Apr 8, 2013 → Mar 19, 2015
Edward Jones
St Louis, MO · IA capacity

Mar 19, 2008 → Mar 27, 2013
Edward Jones
St Louis, MO · BC capacity

May 19, 1997 → Mar 27, 2013
Bridge Trading Company
St. Louis, MO · BC capacity

Jan 17, 1997 → May 7, 1997
Tri-Merica Securities Corporation
Tinley Park, IL · BC capacity

Oct 28, 1994 → Apr 5, 1995

Source & corrections

Where this page comes from

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