Julia Hinojosa Ham
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
14 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bank of America, N.A.Aug 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to now
- AgiaDec 2022 to Jul 2023
- Valic Financial Advisors, Inc.Mar 2020 to Jul 2023
- Purshe Kaplan Sterling InvestmentsJan 2020 to Mar 2020
- Advocacy FinancialJan 2019 to Mar 2020
- Securities America, Inc.Jan 2019 to Dec 2019
- Christwood Retirement CommunityDec 2017 to Dec 2018
- The Producers Group/guardian InsuranceDec 2016 to Dec 2017
- Martin Wine CellarAug 2016 to Jan 2018
- Pruco Securities, LLCJan 2012 to Nov 2016
- The Prudential Insurance Company of AmericaJan 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6017425
- Firm CRD
- 7691