Julie Anne Scholes

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

• 01/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Junction, CO

Previous Registrations

• 2003-03-03 → 2007-01-17
  Ubs Financial Services Inc.
  Fort Collins, CO
  Ft. Collins, CO

Other Businesses

I*110155 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: CONCEPT OILFIELD SERVICES INC INVESTMENT RELATED: NO ADDRESS OF BUSINESS: GRAND JUNCTION, COLORADO 81502 POSITION, TITLE, ASSOCIATION: FAMILY HELD START DATE OF RELATIONSHIP: 11/6/2017 NUMBER OF HOURS DEVOTED: 2 HOURS MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SPOUSE TRAVIS SCHOLES HAS LEFT HALLIBURTON AND IS STARTING HIS OWN OILFIELD CONSULTING BUSINESS. HE IS THE PRIMARY OPERATOR AND I WILL BE THE CORPORATE SECRETARY THAT HELPS WITH THE ANNUAL BUSINESS PAPERWORK.

Exams

• S66 Uniform Combined State Law Examination
  1998-03-18

Other Names

• Julie Anne Wold
• Julie A Scholes