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Julia Lynmore Perry

MFS Institutional Advisors Inc.

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About Julia Lynmore Perry

Julia Lynmore Perry is a registered Investment Advisor Representative (IAR) with MFS Institutional Advisors Inc. Julia has been working in the financial services industry since 2020. Julia is currently registered in Massachusetts. Prior to joining MFS Institutional Advisors Inc., Julia worked at MORGAN STANLEY and MFS FUND DISTRIBUTORS, INC.

Firm Information

Julia Perry is currently registered with MFS Institutional Advisors Inc.. MFS Institutional Advisors Inc. is a Boston, MA-based investment advisor with over $128 billion in regulatory assets under management. The firm provides a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer pension consulting and selection of other advisors. MFS Institutional Advisors Inc. primarily serves high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
MFS Institutional Advisors Inc.

111 HUNTINGTON AVENUE

BOSTON, MA 02199-7618

$128.52B

Assets Under Management

16

Total Clients

48

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Transfer pricing arrangements with affiliates

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Julia Perry’s Registration & Firm History

MA

03/21/2024 - Present

MFS Institutional Advisors Inc. (BOSTON MA)

MA

03/09/2023 - 02/16/2024

MORGAN STANLEY (Boston MA)

MA

08/19/2020 - 08/04/2022

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 06/30/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/19/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julia Lynmore Perry.
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