Julienne Meret Valois
Investment Adviser Representative at First Pacific Financial, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julienne Meret Valois is an investment adviser representative with First Pacific Financial, Inc. in Vancouver, WA, where they have been registered since 2016. They have worked in the securities industry since 2014 and have been registered with 3 firms, including KMS Financial Services, Inc and Ameriprise Financial Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Oregon, Texas, and Washington.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- KMS Financial Services, Inc.Jan 2016 – Dec 2017Seattle, WA
- First Pacific FinancialJan 2016 – no end date reportedVancouver, WA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Pacific Financial, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 19
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Vancouver, WA
- SEC file number:
- 801-108251
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 12, 2026
View full firm profileOther advisors at First Pacific Financial, Inc.
Showing 12 of 19 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julienne Meret Valois has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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