Julio Marquez, financial advisor Albuquerque NM

Julio Marquez

CRD Number: 6526569
Current Firm: Edward Jones

Julio Marquez (CRD# 6526569) is an Investment Advisor Representative working at Edward Jones in Albuquerque, NM and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Saint Louis, MO Oct 2019 - Current 2
Unemployed Albuquerque, NM Jun 2019 - Oct 2019 < 1
Edward Jones St.louis, MO Nov 2018 - May 2019 < 1
Unemployed Albuquerque, NM Jun 2018 - Nov 2018 < 1
Fidelity Brokerage Services LLC Albuquerque, NM Jun 2015 - Jun 2018 3
Fidelity Investments Albuquerque, NM Jun 2014 - Jun 2015 1
San Jose Parish Albuquerque, NM Jul 2009 - Jun 2015 5
Dollar Tree Inc. Albuquerque, NM Aug 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S66 NASAA Uniform Combined State Law Examination Mar 2017
Contact Info for Julio C. Marquez
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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