Julie K. Gerron
Professional summary
Julie K Gerron, who also goes by Julie Kramer Gerron, Julie Ann Kramer, is a registered financial advisor currently at SENDERO WEALTH MANAGEMENT, LLC located in San Antonio, Texas and SENDERO SECURITIES, LLC located in San Antonio, Texas.
Julie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Julie has worked at 4 firms and has passed the Series 65, Series 7TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julie K Gerron's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 10, 2023 - Present
SENDERO WEALTH MANAGEMENT, LLC
Office #1: 250 W. Nottingham Suite 300, San Antonio, TX 78209December 8, 2023 - Present
SENDERO SECURITIES, LLC
Office #1: 250 W Nottingham Suite 300, San Antonio, TX 78209April 8, 2002 - January 7, 2004
SMITH GROUP ASSET MANAGEMENT
April 8, 2002 - January 7, 2004
DISCOVERY MANAGEMENT, LTD.
Primary Firm SEC Registration
SENDERO WEALTH MANAGEMENT, LLC
CRD#: 145594 / SEC#: 801-68572
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/10/2023)
Exams
Series 7TO
Date: 12/8/2023
General Securities Representative ExaminationFINRA
Current Firm
SENDERO WEALTH MANAGEMENT, LLC
CRD#: 145594 / SEC#: 801-68572
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,842 |
| AUM (Assets Under Management) | $ 5,823,154,458 |
Red Flags
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