Edward Jones

Investment Advisor
in La Vista, NE

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About this Advisor

Julie O'Ferral is a financial advisor based out of La Vista, Nebraska, who has 11 years of financial industry experience. O'Ferral is currently employed by Edward Jones. Their career trajectory has included roles at Pacific Life Insurance, Pacific Select Distributors and Edward Jones. O'Ferral has Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Nebraska and Texas. Edward Jones is a registered investment business that has its headquarters in La Vista, Nebraska. The investment advisory business has offices in 14,439 locations and a total of 25,919 financial advisors. It manages $423 billion in assets across its 3,336,586 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 1,064 charities and foundations. Of its 3,336,586 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. Edward Jones provides a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on which service is provided. However, fee types billed by Edward Jones most likely consist of any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others



Office Location

8104 S 96Th Street Suite 3
La Vista, NE 68128-2753

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Edward Jones Brokerage Details

Total Assets Under Management


NE Average: $11,469,110,461
Total Number of Employees


NE Average: 458
Total Number of Accounts


NE Average: 33,415
Average Account Size


NE Average: $343,232

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Julie O'Ferral Work History

Julie has 11 years of experience.

2018 - Present (3 years)

Edward Jones

2010 - 2018 (8 years)

Pacific Life Insurance

2010 - 2018 (8 years)

Pacific Select Distributors


Julie O'Ferral has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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