portrait of Julie D Gardner
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Julie

Education is my life – from being a student, to teaching for 25 years, to being a financial advisor with Edward Jones. An effective teacher can instill understanding in reluctant learners and motivate them to action. I want to motivate my clients to invest by knowing my clients and learning about their goals and dreams, instructing and guiding them to an understanding of how partnering with Edward Jones and me can make their goals and dreams possible, and then helping them throughout their life to achieve those goals.

Prior to embarking on my career at Edward Jones, I was a science...

Focus Areas

  • College Savings
  • New Investors
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2022 to Current
  • Modoc Joint Unified SDJanuary 1998 to July 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Pacific UniversityMaster of Arts
  • Northwest Christian CollegeBachelors

Personal Interests

  • Cooking
  • Photography
  • Sewing
  • Reading
  • Crocheting/Knitting

Team Members

  • Brooke Wilson
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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