Julie T Bukowski

Employer firm

Fifth Third Securities, Inc. CRD 628

$10.9B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
SPONSOR WRAP FEE PROGRAM

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

Current Employers

Fifth Third Securities, Inc.

34 Fountain Square Plaza Md 1090Xb, Cincinnati, OH 45263 • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2018-10-05

IN RA
APPROVED

Since 2018-10-05

Branch Locations

9805 Wicker Ave, St. John, IN 46373 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fifth Third Bank	Crown Point	IN	02/2015	Present
Fifth Third Securities	Crown Point	IN	02/2016	Present

02/2015 → Present

Fifth Third Bank

Crown Point, IN
02/2016 → Present

Fifth Third Securities

Crown Point, IN

Other Businesses

TopShelf Renovating LLC - Dyer, IN - general contracting - secretary/treasurer - 2 hrs/mo (0 during mkt hrs) - not securities related - will not interfere with duties at firm

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-10-05
S63	Uniform Securities Agent State Law Examination	2016-04-11

S65 Uniform Investment Adviser Law Examination

2018-10-05
S63 Uniform Securities Agent State Law Examination

2016-04-11

Other Names

Julie Morris

View on SEC IAPD