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
Years of Experience
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Edward Jones Brokerage Details
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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.
Pacific Life Insurance
Pacific Select Distributors
Julie O'Ferral has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones