Julio Sandoval

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/2023 → Present
  Edward Jones
  St Louis, MO
• 05/2023 → 09/2023
  Jmj Financial Group
  Huntington Beach, CA
• 12/2018 → 05/2023
  Alameda Mortgage Corporation
  Palmdale, CA
• 11/2015 → 12/2018
  Finance Of America
  Seal Beach, CA
• 11/2019 → 06/2023
  908 Investments Llc
  Long Beach, CA
• 02/2022 → 06/2023
  Easie Investments Llc
  Long Beach, CA
• 01/2015 → 06/2023
  Jas Finance And Marketing Services
  Long Beach, CA

Other Businesses

EASIE Investments LLC Type of business: Real Estate Investments Long Beach, CA Start date: 2/1/2022 Co-Owner Hours per week: 1 Hours during trading: 0 Real estate **** 908 Investments LLC Type of business: Real Estate Investment Long Beach, CA Start date: 12/1/2019 Co-owner Hours per week: 1 Hours during trading: 0 Managing Investments **** "Rudell Design Type: Date: 03/01/98 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Torrance CA" ****

Exams

• S66 Uniform Combined State Law Examination
  2023-11-13

Other Names

• Julio Alberto Sandoval