Julia S. Jerome

DORVAL & CHORNE FINANCIAL ADVISORS

Maple Grove, MN 55369

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CRD#: 7301069

Professional summary

Julia Sheriann Jerome is a registered financial advisor currently at DORVAL & CHORNE FINANCIAL ADVISORS located in Maple Grove, Minnesota.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Julia has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Julia Sheriann Jerome'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

April 13, 2026 - Present

DORVAL & CHORNE FINANCIAL ADVISORS

Office #1: 11242 86th Avenue North, Maple Grove, MN 55369

RIA

CRD#: 309512

Maple Grove, MN

Past

July 20, 2022 - September 5, 2025

CRESSET ASSET MANAGEMENT, LLC

RIA

CRD#: 288566

Minnetonka, MN

Past

October 13, 2021 - June 23, 2022

FOCUS FINANCIAL

RIA

CRD#: 116140

MINNEAPOLIS, MN

Past

July 21, 2021 - June 17, 2022

OSAIC WEALTH, INC.

CRD#: 23131

MINNEAPOLIS, MN

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".

DORVAL & CHORNE FINANCIAL ADVISORS

DORVAL & CHORNE FINANCIAL ADVISORS | DORVAL CORPORATION

CRD#: 309512 / SEC#: 801-129114

RIA

Registered Investment Advisory firm - (11/28/2023 Approved)

Maryland

Registered Investment Advisory firm - (12/26/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (12/26/2023 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

Minnesota
(4/13/2026)

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: 9/28/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/21/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/21/2021

Securities Industry Essentials Examination

Current Firm

DORVAL & CHORNE FINANCIAL ADVISORS

DORVAL & CHORNE FINANCIAL ADVISORS | DORVAL CORPORATION

CRD#: 309512 / SEC#: 801-129114

RIA

Registered Investment Advisory firm - (11/28/2023 Approved)

Maryland

Registered Investment Advisory firm - (12/26/2023 Terminated)

Minnesota

Registered Investment Advisory firm - (12/26/2023 Terminated)

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Contact information

Main Address

11242 86th Avenue North, Maple Grove, MN 55369

Mailing Address

Phone number

(612) 436-3714

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DCFA FORM ADV PART 2 - 20230306 (2/9/2026)

Regulatory assets under management

Total Number of Accounts	1,725
AUM (Assets Under Management)	$ 373,851,948

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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Julia S. Jerome

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Sheriann Jerome's CRS (Customer Relationship Summary).

Certified licenses

Experience

DORVAL & CHORNE FINANCIAL ADVISORS

CRESSET ASSET MANAGEMENT, LLC

FOCUS FINANCIAL

OSAIC WEALTH, INC.

Primary Firm SEC Registration

DORVAL & CHORNE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2021

Series 7TO

Date: 7/21/2021

SIE

Date: 6/21/2021

Current Firm

DORVAL & CHORNE FINANCIAL ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DORVAL & CHORNE FINANCIAL ADVISORS

TRUST BUT VERIFY

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