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Julian Briscoe Heron

CREDENTIALED WEALTH ADVISORS, LLC·JOHNSTOWN, Colorado
SIE, Series 7, Series 66CFAClean record13 years registeredCREDENTIALED WEALTH ADVISORS, LLC
3 SOUTH PARISH AVENUE, JOHNSTOWN, CO 80534CRD# 6080257Firm CRD# 312517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julian Briscoe Heron · JOHNSTOWN, CO
Registration
CRD #6080257 · CREDENTIALED WEALTH ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

CREDENTIALED WEALTH ADVISORS, LLC
Mar 2021 – present
EDWARD JONES
Nov 2012 – Mar 2021
COLORADO SPRINGS, CO
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · November 5, 2012
Years registered · 13
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517 · SEC 801-120355
AUM
$136M
Regulatory assets under management
Employees
2
956 client accounts
Services offered by CREDENTIALED WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CREDENTIALED WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Julian Briscoe Heron offer?
Julian Briscoe Heron specializes in Financial Planning, Investment Management. Contact their office in JOHNSTOWN, Colorado for a consultation.
What are Julian Briscoe Heron's credentials?
Julian Briscoe Heron holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Julian Briscoe Heron located?
Julian Briscoe Heron is based in JOHNSTOWN, Colorado, working with CREDENTIALED WEALTH ADVISORS, LLC. Their office serves clients in the JOHNSTOWN metropolitan area and surrounding communities.
How does Julian Briscoe Heron charge for services?
Julian Briscoe Heron's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREDENTIALED WEALTH ADVISORS, LLC?
CREDENTIALED WEALTH ADVISORS, LLC has approximately 2 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CREDENTIALED WEALTH ADVISORS, LLC

Robert Clinton Chedester
COLORADO SPRINGS, CO
Roy Adam Hucke
JOHNSTOWN, CO
Joseph Gebhart
COLORADO SPRINGS, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
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Research
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