Julia Foerster

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 10/2018 → 03/2021
  Tektronix
  Beaverton, OR
• 01/2016 → 09/2018
  Unemployed
  San Diego, CA
• 04/2021 → 09/2021
  Northwestern Mutual Investment Services Llc
  Los Angeles, CA
• 02/2022 → Present
  Edward Jones
  St Louis, MO
• 10/2021 → 01/2022
  Unemployed
  Newbury Park, CA

Other Businesses

Type: Own home in MS (rented out) Date: 01/02/17 Title: N/A Trad Hrs: 0 Tot Hrs: 0 Desc: None - husband purchased home before we married. We refinanced home together and the home is rented out. The property is managed by a property manager. City-State: Meridian MS

Exams

• S66 Uniform Combined State Law Examination
  2022-06-07

Other Names

• Julia Foerster
• Julie Foerster
• Julia Macias