Julia Petersen Email & Phone Number
Financial Advisor @ Edward Jones
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Julia Petersen Location
- San Antonio, TX, US
Julia Petersen Work
- 2026 -now Financial Advisor @
- 2018 -2026 Retirement Plan Sales Manager @
- 2017 -2018 Sales Coach @
- 2015 -2017 Retirement Plan Sales Consultant @
- 2013 -2015 Wholesaler @ PAi
- 2012 -2013 Area Sales Manager @
- 2010 -2012 Area Sales Representative @
- 2006 -2010 Fund Representative @
- 2002 -2006 Clinic Manager @ Stratton Rehabilitation Clinic
Julia Petersen Education
- University of Phoenix
Bachelor of Business Administration (BBA)
- Texas A&M University
Biomedical Science (General Studies)
Julia Petersen Skills
- Series 63
- Fixed Annuities
- Salesforce.com
- Fixed Income
- Retirement Planning
- Sales
- IRAs
- 529 Plans
- Investments
- Series 6
- 401K Retirement Savings Plans
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Investment Strategies
- Separately Managed Accounts
- Sales Presentations
- Retirement
- Securities
- Financial Markets
- 401 Retirement Savings Plans
Julia Petersen Summary
- Julia Petersen, based in San Antonio, TX, US, is currently a Financial Advisor at Edward Jones. Julia Petersen brings experience from previous roles at Capital Group | American Funds, Capital Group, American Funds and PAi. Julia Petersen holds a Bachelor of Business Administration (BBA) @ University of Phoenix. With a robust skill set that includes Series 63, Fixed Annuities, Salesforce.com, Fixed Income, Retirement Planning and more. Julia Petersen has 2 emails and 2 mobile phone numbers on RocketReach.
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