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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 Jerome is an investment advisor representative with Cresset Asset Management, LLC. She is registered with the state of Minnesota and holds Series 7TO, SIE, and Series 66 licenses. Julia has previously worked with Royal Alliance Associates, Inc. in Minneapolis, Minnesota. Julia has over 10 years of experience in the financial industry and specializes in working with High Net Worth Individuals, charitable organizations, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MN
07/20/2022 - Present
Cresset Asset Management, LLC (Minnetonka MN)
MN
07/21/2021 - 06/17/2022
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
BOTH
Issued 09/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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