Julie Ann Nawrocki

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2014 → Present
  Benjamin F Edwards & Co
  Red Bank, NJ

Previous Registrations

• 2011-03-07 → 2014-02-07
  Garden State Investment Advisory Services, Llc
  Red Bank, NJ
• 2009-06-01 → 2009-10-08
  Morgan Stanley
  Toms River, NJ
• 2006-10-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Toms River, NJ
  Shrewsbury, NJ
  Mt. Laurel, NJ
  Red Bank, NJ
  New York, NY
  Shrewsbury, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-10-16
• S63 Uniform Securities Agent State Law Examination
  2001-09-24

Other Names

• Julie A Nawrocki