Julie MartinezCRD Number: 4751414
Current Firm: Edward Jones
Julie Martinez (CRD# 4751414) is an Investment Advisor Representative working at Edward Jones in Erie, CO and has over 2 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Edward Jones||St Louis, MO||Dec 2018 - Current||2|
|Key Equipment Finance||Superior, CO||Sep 2013 - Dec 2018||5|
|Key Equipment Finance||Superior, CO||Aug 2006 - Sep 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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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