Julia Zdun

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

• 07/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kissimmee, FL
• 08/2022 → 06/2023
  Lululemon Athletica
  Chicago, IL
• 06/2022 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Orlando, FL
• 01/2022 → 06/2022
  Full Time Education
  Chicago, IL
• 11/2021 → 01/2022
  Planet Fitness
  Crystal Lake, IL
• 08/2021 → 11/2021
  Full Time Education
  Chicago, IL
• 05/2021 → 08/2021
  Planet Fitness
  Crystal Lake, IL
• 07/2019 → 05/2021
  Full Time Education
  Tuscaloosa, AL
• 10/2018 → 07/2019
  Salon Mackk
  Crystal Lake, IL
• 07/2018 → 10/2018
  Dunkin Donuts
  Crystal Lake, IL
• 11/2016 → 07/2018
  Portillos
  Crystal Lake, IL
• 08/2021 → 05/2023
  'LOyola University Chicago
  Chicago, IL
• 11/2000 → 11/2016
  Not Old Enough To Work
  Crystal Lake, IL
• 08/2023 → Present
  Bank Of America, N.A.
  Kissimmee, FL

Other Businesses

I*4216265 Entity Type: For Profit Name of OBA: Solidcore Address: Chicago, Illinois, 60661 Investment Related: No Position, Title, Association: Employee Employee Start Date: 04/22/2026 Number of Hours: 4, Weekly Number of Hours during trading: 1, Weekly Duties: Coaching fitness activity. Coach Pilates classes ensuring students have good form and providing motivation.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-20