Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julius? Claim Your ProfileJulius Jackson Barefoot is a financial advisor with over 5 years of experience in the industry. Julius currently works at Robert W. Baird & Co. Inc. in Louisville, Kentucky. Julius is registered with the state of Indiana, Kentucky and Ohio and has passed the Series 63, SIE, and Series 79 examinations. Prior to joining Robert W. Baird & Co. Inc. , Julius worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Julius has experience in various areas, including portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
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.
Hard dollar payments for research
1
2
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
KY
04/04/2014 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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