Julia A Agustin

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

• 05/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 07/2021 → 05/2024
  Kopari Beauty
  San Diego, CA
• 11/2020 → 07/2021
  San Elijo Joint Powers Authority
  Cardiff, CA
• 09/2020 → 07/2021
  International Rescue Committee
  San Diego, CA
• 02/2018 → 03/2020
  Just Sushi To Go
  San Diego, CA
• 05/2020 → 09/2020
  N/A (Unemployed)
  Sacramento, CA
• 08/2017 → 05/2021
  San Diego State University
  San Diego, CA
• 06/2018 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sacramento, CA
• 08/2013 → 05/2017
  Pleasant Grove High School
  Elk Grove, CA
• 07/2020 → 09/2020
  Foot Locker, Inc
  Sacramento, CA
• 11/2020 → 04/2022
  Volt Information Sciences
  San Diego, CA
• 06/2024 → Present
  Bank Of America, N.A.
  Sacramento, CA

Exams

• S66 Uniform Combined State Law Examination
  2024-08-24

Other Names

• Julia Agustin