Maria De Jesus Aguilar Julian

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
  San Diego, CA
• 06/2011 → Present
  Bank Of America, N.A.
  San Diego, CA

Previous Registrations

• 2009-10-23 → 2014-06-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA
  San Diego, CA
  El Cajon, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2003-11-03 → 2009-10-23
  Banc Of America Investment Services, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
  El Cajon, CA
  San Diego, CA
  San Diego, CA

Other Businesses

I*35034 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: REAL ESTATE INVESTMENT INVESTMENT RELATED: Y ADDRESS OF BUSINESS: SAN DIEGO, CALIFORNIA 92113 NATURE OF BUSINESS: OTHER,SINGLE NAME POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 11/10/2010 NUMBER OF HOURS DEVOTED: 4 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: REAL ESTATE INVESTMENT IN SAN DIEGO COUNTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-01
• S63 Uniform Securities Agent State Law Examination
  2000-09-19

Other Names

• Maria Dejesus Aguilargonzalez
• Maria D Aguilar Julian
• Maria D Aguilar
• Maria De. J. Aguilar Julian