Julia Marie Pepe

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
  Bergenfield, NJ
• 06/2022 → 08/2022
  Bank Of America Merrill Lynch
  Short Hills, NJ
• 06/2019 → 09/2019
  Athletic Republic
  Succasunna, NJ
• 06/2017 → 09/2019
  Dairy Queen
  Randolph, NJ
• 09/2015 → 06/2017
  Randolph High School
  Randolph, NJ
• 09/2019 → 06/2022
  Rutgers University
  New Brunswick, NJ
• 08/2022 → 07/2023
  Rutgers University
  New Brunswick, NJ
• 09/2023 → Present
  Bank Of America, N.A.
  Bergenfield, NJ

Other Businesses

I*1673272 Entity For Profit Name of OBA: Star Dance Alliance Address: Edgewater, Maryland, 21037 Investment Related: No Position, Title, Association: Employee Employee Start Date: 02/17/2024 No Hours: 150 No Hours during trading: 0 Duties: Star Dance Alliance is an alliance encompassing the top international dance competitions. SDA owns many individual competitions in which I will work the spirit store and backstage check in area for Dreammaker Dance competition.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-22