Julio Marrero (CRD# 7476968) is an Investment Advisor Representative working at Edward Jones in Redding, CA and has over 2 years of experience in the finance industry.
CRD# 6125219
Edward Jones
CRD# 4292833
State Farm Investment Management Corp.
CRD# 5744898
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Mar 2023 - Current | 1 |
| J.p. Morgan Securities LLC | Redding, CA | Nov 2021 - Mar 2023 | 1 |
| Jpmorgan Chase Bank, N.a. | Redding, CA | Nov 2021 - Mar 2023 | 1 |
| 124 Creative | Redding, CA | Mar 2021 - Nov 2022 | 1 |
| Leadership Metaformation | Redding, CA | Apr 2020 - May 2021 | 1 |
| International House Of Prayer-miami | Miami, FL | Aug 2019 - Mar 2020 | < 1 |
| Unemployed | Sarasota, FL | Aug 2018 - Aug 2019 | 1 |
| Ring Marketing Group | Orlando, FL | Jul 2018 - Aug 2018 | < 1 |
| Aspen Roofing | Sanford, FL | Jun 2018 - Aug 2018 | < 1 |
| World Wide Vacations, LLC | Maitland, FL | Jun 2017 - Jun 2018 | 1 |
| Sidecar Hr Iii, LLC | Orlando, FL | Jan 2018 - Feb 2018 | < 1 |
| Unemployed | Orlando, FL | May 2017 - Jun 2017 | < 1 |
| Marriott Vacation Club International | Orlando, FL | Dec 2016 - May 2017 | < 1 |
| Nta Life | Orlando, FL | Jun 2015 - Mar 2017 | 1 |
| World Wide Vacations, LLC | Maitland, FL | Feb 2016 - Nov 2016 | < 1 |
| Westgate Resorts, Inc. | Orlando, FL | Dec 2014 - Aug 2015 | < 1 |
| Advanced Pool Heating, Inc. | Sanford, FL | Aug 2014 - Nov 2014 | < 1 |
| Aflac | Orlando, FL | May 2013 - Sep 2014 | 1 |
| Sci Funeral Services Of Florida, LLC | Orlando, FL | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- CA
- TX
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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