Julie Renee Albright

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 07/2020
  Madison Wealth Management
  Cincinnati, OH
• 09/2008 → 05/2017
  Unemployed
  Cincinnati, OH
• 03/2025 → Present
  Mercer Global Advisors Inc.
  Cincinnati, OH
• 07/2020 → 03/2025
  Unemployed
  Mason, OH

Previous Registrations

• 2017-07-18 → 2020-07-23
  Madison Wealth Management
  Cincinnati, OH

Other Businesses

1. Impact 100; Not investment related; 4010 Executive Park Drive, Suite 100, Cincinnati, OH 45241; Philanthropic giving; Finance Committee Member, CIRC Member, and General Member; 01/13/2014; 2-4 hours per month; 0 hours during securities trading hours; Finance oversight and organizing community grants. 2.United Way of Greater Cincinnati; Not investment related; 4631 Dixie Highway, Fairfield, OH 45014; Volunteer tax preparation; Volunteer; 01/01/2021; 20 hours per month; 0 hours during securities trading hours; Provide volunteer tax preparation services.

Designations

• Certified Financial Planner
• Chartered Financial Analyst