Julia Kretlow
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Westville, IN 46391
Credentials
CFP®, Series 66
Industry experience
8 years
Expertise
Retirement income strategy
General retirement planning
Divorce financial planning
General estate planning guidance
Work history
Edward Jones
2017 - Present (9 years)
Copper Beech Townhomes
2016 - 2017 (1 year)
Edward Jones
2016 - 2016 (1 year)
1st Source Bank
2016 - 2016 (1 year)
Tippecanoe School Corporation
2016 - 2016 (1 year)
Purdue University
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Alec R
Series 66
La Porte, IN
Edward Jones
Kayla B
Series 66
Michigan City, IN
Edward Jones
Jeff J
Series 63, Series 65
Merrillville, IN
Merrill
Jeff Johnson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services beginning in 2002. He specializes in assisting clients with managing their individual wealth through various market cycles, focusing on comprehensive wealth management strategies tailored to clients' specific goals. Jeff's practice areas include college education planning, retirement planning, investment consulting for defined contribution plans, and socially responsible investing. Jeff holds a Bachelor's Degree from Northern Arizona University and has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized by Forbes on multiple occasions, including listings in "America's Top Next-Generation Wealth Advisors" and "Best in State Wealth Advisors." Outside of his professional work, Jeff enjoys participating in sports such as football, golf, skiing, and tennis. He also spends time traveling with his wife, Jennifer, and values family time.
Eric I
ChFC®, Series 66
Chesterton, IN
Edward Jones
Robert B
Series 66
Valparaiso, IN
Edward Jones
Sarah B
CFP®, Series 66
La Porte, IN
Edward Jones
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