Julia M. Batchenko
Professional summary
Julia M Batchenko, who also goes by Newlon Julia, Julia M Kramorava, Julia M Newlon, Julia Newlon, is a registered financial advisor currently at RED CEDAR INVESTMENT MANAGEMENT located in Cincinnati, Ohio.
Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Julia has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julia M Batchenko's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2019 - Present
RED CEDAR INVESTMENT MANAGEMENT
Office #1: 1404 Vine St. Second Floor, Cincinnati, OH 45202November 20, 2013 - November 16, 2015
FIFTH THIRD SECURITIES, INC.
October 31, 2013 - November 16, 2015
FIFTH THIRD SECURITIES, INC.
January 12, 2009 - October 6, 2011
MM ASCEND LIFE INVESTOR SERVICES, LLC
August 19, 2008 - December 16, 2008
AMERITAS INVESTMENT COMPANY, LLC
Primary Firm SEC Registration
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2019)
Exams
Current Firm
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939 / SEC#: 801-79728
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 1,982,345,061 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 07/26/2024 | ||
| 01/26/2024 |
Red Flags
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Company Information
RED CEDAR INVESTMENT MANAGEMENT
CRD#: 170939Cincinnati, OH 45202TRUST BUT VERIFY
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