Julien L. Blancon

BLACK DIAMOND FINANCIAL

Bend, OR 97702

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CRD#: 6850908

Professional summary

Julien Luca Blancon, who also goes by Julien Blancon, Julien Luca Blancon, is a registered financial advisor currently at BLACK DIAMOND FINANCIAL, LLC located in Bend, Oregon.

Julien is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Julien has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julien Blancon | Julien Luca Blancon

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julien Luca Blancon'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 1, 2021 - Present

BLACK DIAMOND FINANCIAL, LLC

Office #1: 855 Sw Yates Drive Suite 101, Bend, OR 97702

RIA

CRD#: 145108

Bend, OR

Past

May 7, 2020 - February 16, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BEND, OR

Past

May 6, 2020 - February 16, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BEND, OR

Past

October 8, 2018 - April 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BEND, OR

Past

October 8, 2018 - April 23, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BEND, OR

Past

February 6, 2018 - August 17, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BEND, OR

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".

BLACK DIAMOND FINANCIAL, LLC

CRD#: 145108 / SEC#: 801-96172

RIA

Registered Investment Advisory firm - (4/22/2015 Approved)

Maryland

Registered Investment Advisory firm - (4/24/2015 Terminated)

Oregon

Registered Investment Advisory firm - (4/27/2015 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Oregon
(3/1/2021)

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: 3/17/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/6/2018

General Securities Representative Examination

Current Firm

BLACK DIAMOND FINANCIAL, LLC

CRD#: 145108 / SEC#: 801-96172

RIA

Registered Investment Advisory firm - (4/22/2015 Approved)

Maryland

Registered Investment Advisory firm - (4/24/2015 Terminated)

Oregon

Registered Investment Advisory firm - (4/27/2015 Terminated)

Virginia

Registered Investment Advisory firm - (4/24/2015 Terminated)

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Contact information

Main Address

2330 West Joppa Road Suite 320, Lutherville, MD 21093

Mailing Address

Phone number

(443) 841-7772

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

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 1,043,675,393

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.

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Firm Stability Insights

Julien L. Blancon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julien Luca Blancon's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

BLACK DIAMOND FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/17/2018

SIE

Date: 8/17/2018

Series 7

Date: 2/6/2018

Current Firm

BLACK DIAMOND FINANCIAL, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACK DIAMOND FINANCIAL, LLC

TRUST BUT VERIFY

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