Julia Louise Del Percio

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

• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO
• 07/2016 → 04/2021
  Spring Venture Group
  Kansas City, MO
• 09/2021 → 01/2023
  Los Corrals
  Kansas City, MO
• 06/2017 → 09/2017
  Maloney's Bar & Grill
  Overland Park, KS
• 09/2021 → 02/2022
  Kansas City Chiefs
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2026-08-22

Other Names

• Julia Louise Karrick
• Julia L Karrick