Morgan Stanley
46yrs
Top advisor by experience in Santa Fe
37yrs
Julee LaMure
Financial advisor at Edward Jones
Julee LaMure is a fiduciary financial advisor in Santa Fe, New Mexico, with 37 years in the industry. After four years at Ameriprise Financial Services, Julee joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets and flat fees.
One of 163 advisors with offices in Santa Fe, and one of 148 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 1% by experience at Edward Jones
Office316 Read St, Santa Fe, NM 87501
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowEdward JonesCurrent firm
- 2000 – 2004Ameriprise Financial Services, LLCPreviously
Contact Julee
Local office(505) 780-8607Ask for Julee. (314) 515-2000Main office · St. Louis, MO 316 Read StSanta Fe, NM 87501Office · Get directions
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Questions to ask Julee
Tailored to Julee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Julee
How do I contact Julee?
Call Julee’s local office at (505) 780-8607 or the Edward Jones main office at (314) 515-2000, and ask for Julee LaMure.
How long has Julee been a financial advisor?
Julee has been in the industry since 1989, about 37 years. Top 1% by experience at Edward Jones.
What licenses does Julee hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Julee a fiduciary?
Julee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Julee paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Julee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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