JG
JG

Julie Genjac

21 Years of Experience
Wayne, PA
Broker

Julie Genjac is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 21 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
58 advisors
IM Fee
Planning only
Assets Under Management
$137.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

690 Lee Road, Wayne, PA, 19087

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Hartford Funds
March 2018 - Present · 8 yrs 2 mos
Hartford Funds Distributors, LLC
March 2018 - Present · 8 yrs 2 mos
Hartford Funds Distributors, LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
D.A. Davidson & CO.
March 2008 - February 2018 · 9 yrs 11 mos
D.A. Davidson & CO.Broker
March 2008 - February 2018 · 9 yrs 11 mos
Wells Fargo Investments, LLC
August 2004 - March 2008 · 3 yrs 7 mos
Wells Fargo Investments, LLCBroker
July 2004 - March 2008 · 3 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.