Julia Denise Lovejoy

Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2016 → 11/2016
  Wells Fargo Advisors, Llc
  Raleigh, NC
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 07/2018 → 09/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cary, NC
• 09/2021 → 01/2022
  Prospera Financial Services
  Dallas, TX
• 01/2022 → 06/2024
  Truist Investment Services, Inc
  Atlanta, GA
• 06/2024 → Present
  Stifel, Nicolaus & Company, Incorporated
  Raleigh, NC

Previous Registrations

• 2022-01-12 → 2024-06-21
  Truist Advisory Services, Inc.
  Raleigh, NC
• 2021-09-27 → 2021-10-29
  Prospera Financial Services, Inc.
  Raleigh, NC
• 2019-03-05 → 2021-09-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
  New York, NY
• 2016-09-23 → 2018-07-24
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2019-03-04
• S63 Uniform Securities Agent State Law Examination
  2015-08-07

Other Names

• Julia Denise Chapman
• Deni Lovejoy
• Julia Denise Lovejoy
• Julia Lovejoy