Julian B. Heron

CREDENTIALED WEALTH ADVISORS

JOHNSTOWN, CO 80534

Some features on this profile are disabled

CRD#: 6080257

Professional summary

Julian Briscoe Heron III, who also goes by Julian Briscoe Heron, is a registered financial advisor currently at CREDENTIALED WEALTH ADVISORS, LLC located in Johnstown, Colorado.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Julian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julian Briscoe Heron

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.

Concussion Mitigation Technologies, LLC Colorado Springs, CO Start date: 3/24/2017 Board of Advisors Hours per week: 0 Hours during trading: 0 Once per month meeting to discuss strategic direction of a start-up (pre-revenue). Appreciation Financial, LLC, Start date: 5/11/2022 facilitator: 1 hours a month, 1 hours during trading; partnering with Appreciation Financial, LLC to assist business owners and non-profits apply for the 2021 employee retention tax credit; not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Briscoe Heron III's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 2, 2021 - Present

CREDENTIALED WEALTH ADVISORS, LLC

Office #1: 3 South Parish Avenue, Johnstown, CO 80534

RIA

CRD#: 312517

JOHNSTOWN, CO

Past

November 5, 2012 - March 2, 2021

EDWARD JONES

RIA

CRD#: 250

COLORADO SPRINGS, CO

Past

August 20, 2012 - March 2, 2021

EDWARD JONES

CRD#: 250

COLORADO SPRINGS, CO

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".

CREDENTIALED WEALTH ADVISORS, LLC

CRD#: 312517 / SEC#: 801-120355

RIA

Registered Investment Advisory firm - (2/18/2021 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

Colorado
(3/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/16/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/2/2012

General Securities Representative Examination

Current Firm

CREDENTIALED WEALTH ADVISORS, LLC

CRD#: 312517 / SEC#: 801-120355

RIA

Registered Investment Advisory firm - (2/18/2021 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3 South Parish Avenue, Johnstown, CO 80534

Mailing Address

Phone number

(970) 400-0117

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CWA FORM ADV PART 2A (2/4/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 135,475,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Amanda Henevoy

EDWARD JONES

IAR

Corvallis, OR

Lauren Providence

A. T. BROD & CO. INC.

Jared Adams

SMITH, BROWN & GROOVER, INC.

MACON, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Julian B. Heron

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Briscoe Heron III's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDENTIALED WEALTH ADVISORS, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CREDENTIALED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2012

SIE

Date: 10/1/2018

Series 7

Date: 8/2/2012

Current Firm

CREDENTIALED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREDENTIALED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors