Thank you for your interest in becoming a client of Jullie & Associates, P.A. An initial consultation, typically lasting one hour, is offered to all prospective clients at no out of pocket cost. Suitability warrants that we obtain basic information for client identification purposes. Please complete the following questionnaire to the best of your knowledge and one of our representatives will contact you directly to set an appointment.

Information Request

Please fill out the information below and we will contact you shortly about becoming a client.

 

Contact Information

First Name

Last Name

Address 1

Address 2

City

State Zip

Home Phone

Mobile Phone

Email

Residency

US Citizen Resident Alien Non-Resident Alien

Non-Resident Alien Country

 

Employer Information

Company

Position

Address 1

Address 2

City

State Zip

Work Phone

Years With Company

 

Account Information

Account Type(s) of Interest

Individual

Corporation

Community Property

403(B)

JTWROS

IRA

Custodian for Minor

Trust

Retirement Plan

Qualified ERISA Plan

Income

Net Worth

(exc. home, furnishings, auto)

Investment Experience Areas

Mutual Funds

Stocks

Bonds

Partnerships

Options

Other

Investing Experience Years

years

Are You a Director/Officer of a Publicly Traded Company?

Yes No

Do You Own 5% Or More of a Publicly Traded Company?

Yes No

 
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