Julia Lynmore Perry
Investment adviser representative at MFS Institutional Advisors Inc.
10 yearsExperience
1 stateRegistered in
$113.6BFirm assets
32 yearsFirm in business
Are you Julia Lynmore Perry? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- MFS Institutional Advisors Inc.Mar 2024 to now
- MFS Fund Distributors, Inc.Feb 2024 to now
- Morgan StanleyFeb 2023 to Feb 2024
- Bric Arts & MediaAug 2022 to Nov 2022
- Soul CycleAug 2020 to Nov 2020
- MFS Fund Distributors, Inc.Jun 2020 to Aug 2022
- MFS Investment ManagementJan 2020 to May 2020
- GlossierJul 2019 to Aug 2019
- SoulcycleAug 2018 to Mar 2020
- Lochearn Camp for GirlsJun 2018 to Aug 2018
- Boston Park PlazaMay 2017 to Aug 2017
- MadewellMar 2017 to May 2017
- Emerson CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
MFS Institutional Advisors Inc.
$113.6BAssets managed
13,555Clients
53Advisers
32 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
- 7264800
- Firm CRD
- 107144