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Julie Lee Genjac

Hartford Funds

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About Julie Lee Genjac

Julie Lee Genjac is a registered investment advisor representative with Hartford Funds. Julie has been in the financial services industry since 2004 and holds Series 7, Series 66, and SIE licenses. Julie has previously worked for D.A. Davidson & Co. and Wells Fargo Investments, LLC. Julie works with investment companies and pooled investment vehicles. Julie's firm, Hartford Funds, provides investment advisory services, including portfolio management for investment companies and pooled investment vehicles. They also offer selection of other advisors and provide investment advice to states in connection with 529 plans and model recommendations.

Firm Information

Julie Genjac is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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other

Fees related to 529 plans and model recommendations.

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Julie Genjac’s Registration & Firm History

PA

03/26/2018 - Present

Hartford Funds (WAYNE PA)

WA

03/03/2008 - 02/23/2018

D.A. DAVIDSON & CO. (SEATTLE WA)

WA

07/23/2004 - 03/03/2008

WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 08/19/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Lee Genjac.
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