Julia Maltbie
Investment adviser representative at Edward Jones
10 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesDec 2025 to now
- West Michigan Community Mental HealthSep 2024 to Dec 2025
- Dragon Fruit MediaNov 2023 to Feb 2024
- Brio Living ServicesApr 2021 to Sep 2023
- Diserella Travel AgencyJan 2021 to Dec 2025
- Doeren MayhewJan 2021 to Apr 2021
- Epworth AssemblyOct 2020 to Oct 2020
- Lake Michigan CarferryJun 2020 to Oct 2020
- The Walt Disney CompanyJan 2020 to Apr 2020
- Plastic Omnium/ Kelly ServicesSep 2019 to Dec 2019
- Sap Global Business ServicesAug 2019 to Jan 2020
- Unemployed- CollegeAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MI).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8193973
- Firm CRD
- 250