portrait of Julia M Herman
FINANCIAL ADVISOR
Serving clients with $250,000
CallSend Me a Message

About Julia

As your Edward Jones financial advisor, it is imperative that I understand your "money story." What is your money for? How did you accumulate your money? Where do you want your money to go?

We help you on a personal level as well as on a financial level, simplifying the complex so you are empowered to build your wealth and then create a distribution plan that enables you to live your best life.

Most of the people we work with are leaders in their fields, business owners and individuals that see the true value in working with a financial professional. Karen and...

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Public Service Professionals
  • Real Estate and Construction
  • Farmers and Ranchers

Work History

  • Edward JonesSeptember 2011 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Marquette UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Basketball
  • Running
  • Outdoor Enthusiast

Team Members

  • Karen Johnson
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 07:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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