JW
Julie A. Waitman
VERUS FINANCIAL PARTNERS
RICHMOND, VA 23235
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CRD#: 2408592
JW
Professional summary
Julie Anne Waitman, AIF®, who also goes by Julie Anne Grubbs, is a registered financial advisor currently at VERUS FINANCIAL PARTNERS located in Richmond, Virginia.
Julie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Julie has worked at 2 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julie Anne Grubbs
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Julie Waitman serves on Westover Episcopal Church's investment committee as the chair and have held this role since 2004. The accounts for the church are currently held in custody at Charles Schwab & Company under a master linked to Verus Financial Partners, where Ms. Waitman has the ability to trade and transfer funds. Prion to Charles Schwab & Co. the accounts were held at Davenport, which became Truist Wealth. This change occurred in 2022. The committee consists of 7 members, including the church Treasurer, and the statements are received and reviewed monthly by the Treasurer and Ms. Waitman. Church rules require an audit of all accounts and a Parochial Report submitted to the Diocese annually. The investment committee meets twice annually to review investments, and allocation, and annually adopts an investment policy statement. The meetings last approximately two hours and less than an additional one hour per month is devoted to the ongoing monitoring of the accounts. This is a volunteer role. Westover Church 6401 John Tyler Memorial Highway Charles City, VA 23030
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 23, 1998 - Present
VERUS FINANCIAL PARTNERS
Office #1: 9030 Stony Point Parkway Suite 160, Richmond, VA 23235RIA
CRD#: 106744
RICHMOND, VA
Past
February 6, 1994 - February 17, 1998
BOWLES HOLLOWELL CONNER & CO.
BD
CRD#: 17511
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VERUS FINANCIAL PARTNERS
INVESTMENT CONSULTANTS & MANAGEMENT CO OF VIRGINIA | VERUS FINANCIAL PARTNERS, INC. | VERUS FINANCIAL PARTNERS | KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC.
CRD#: 106744 / SEC#: 801-41983
RIA
Registered Investment Advisory firm - (7/1/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/1/2025)
IAR
Virginia(3/23/1998)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
VERUS FINANCIAL PARTNERS
INVESTMENT CONSULTANTS & MANAGEMENT CO OF VIRGINIA | VERUS FINANCIAL PARTNERS, INC. | VERUS FINANCIAL PARTNERS | KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES, INC.
CRD#: 106744 / SEC#: 801-41983
RIA
Registered Investment Advisory firm - (7/1/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9030 Stony Point Parkway Suite 160, Richmond, VA 23235
Mailing Address
Phone number
(804) 592-3465
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,907 |
| AUM (Assets Under Management) | $ 1,004,534,117 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2022 |
Red Flags
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Company Information
VERUS FINANCIAL PARTNERS
CRD#: 106744Richmond, VA 23235TRUST BUT VERIFY
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