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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Ann Ball is a financial advisor with Edward Jones, a firm with over 20,000 investment advisors. Julia has been in the industry since 1997. Before joining Edward Jones in 2018, Julia worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Julia is licensed to provide financial advice in 53 states. Julia is also licensed to provide investment advisory services in 5 states, including Missouri and Tennessee. Julia is a Series 66, Series 7, Series 10, Series 9, Series 24 and SIE licensed advisor. Julia's primary business focus is serving high net worth individuals, corporations and other businesses, individuals other than high net worth individuals, pension and profit sharing plans, charitable organizations, and investment clubs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/19/2018 - Present
Edward Jones (ST LOUIS MO)
TN
01/23/2008 - 07/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JOHNSON CITY TN)
TN
01/04/1999 - 01/23/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENEVILLE TN)
FL
07/16/1998 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
KY
12/03/1997 - 06/25/1998
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
10/09/1997 - 12/11/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
FL
08/16/1995 - 09/08/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BOTH
Issued 04/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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