Julie Marie Donohue

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA

Previous Registrations

• 2005-01-28 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

I*133817 For profit or not for profit: For-Profit Organization Name of outside business organization: Doterra Essentail Oils Investment related: N Address of business: Pleasant Grove, Utah 84062 Nature of business: Corporation, Position, title, association: Consultant, Start date of relationship: 11/1/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Consultant/Distributor for personal use only to purchase essential oils for home use. I*133816 For profit or not for profit: For-Profit Organization Name of outside business organization: Young LIving Essential Oils Investment related: N Address of business: lehi, Utah 84043 Nature of business: Corporation, Position, title, association: Consultant, Start date of relationship: 11/1/2020 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 0 Duties: Consultant/Distributor for personal use only to purchase essential oils for home use.

Exams

• S66 Uniform Combined State Law Examination
  2005-01-27
• S63 Uniform Securities Agent State Law Examination
  2001-05-09

Other Names

• Julie Marie Douglas