Julia Crean, financial advisor Columbia IL

Julia Crean

CRD Number: 7253799
Current Firm: Edward Jones

Julia Crean (CRD# 7253799) is an Investment Advisor Representative working at Edward Jones in Columbia, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones Des Peres, MO Jun 2020 - Current 3
University Of Notre Dame South Bend, IN Oct 2019 - May 2020 < 1
University Of Notre Dame South Bend, IN Aug 2019 - Oct 2019 < 1
University Of Notre Dame South Bend, IN Jun 2019 - Aug 2019 < 1
University Of Chicago Chicago, IL Oct 2015 - May 2019 3
Unemployed Chicago, IL Jun 2015 - Oct 2015 < 1
Comunidad De Madrid Madrid, Oct 2013 - Jun 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2021
Contact Info for Julia Crean
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    692,248
    MILLIONS
  • Total Number of Accounts
    4,749,388
    ACCOUNTS
  • Average Account Value
    $145,755
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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