Julia Baldus
- Role
- Financial Advisor at Edward Jones
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Nov 2013 — Present · Oak Creek, WI, US
Education
University of Central Oklahoma
MBA, Marketing, Finance
1998 — 2001
Washington University in St. Louis
Bachelor of Arts (B.A.), Biology and Psychology
1990 — 1995
Skills
- Retirement Account Consolitation (Rollovers/Transfers)
- Systematic Investing (Earnings Reinvestment and Monthly Investing Program)
- Insurance (Long-Term Care/Disability and Permanent/Term Life)
- Estate Considerations
- Individual Retirement Accounts (Roth and Traditional Iras)
- Edward Jones Advisory Solutions
- Education Savings
- Portfolio and Retirement Plan Reviews
- Annuities (Fixed, Immediate and Variable)
- Investments (Equity, Fixed Income and Mutual Funds)
- Retirement Account Consolidation
- Exchange-Traded Funds (Etfs)
- Business Retirement Plans (401k, 403b, 457b, Sep/Simple Iras, Etc.)
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