Julie RenfertCRD Number: 4632229
Current Firm: Edward Jones
Julie Renfert (CRD# 4632229) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 12 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Des Peres, MO||Nov 2006 - Current||10|
|Express Scripts, Inc.||Maryland Heights, MO||May 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2005|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- 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
- Selection of other advisers (including private fund managers)