Juan F. Garcia Heredia

ACCEL WEALTH MANAGEMENT

Cedar Rapids, IA 52411

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CRD#: 7947394

Professional summary

Juan Fernando Garcia Heredia is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Cedar Rapids, Iowa.

Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Juan has worked at 1 firm and has passed the Series 65 exam.

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.

Vega Sports Academy; non-investment related; 6910 Brentwood Drive, Cedar Rapids, IA 52402; Sports Coaching; Owner; June 2021; 5 hours/month; 1 hour/month during securities trading hours; management of sports coaches

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Fernando Garcia Heredia'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

November 14, 2024 - Present

ACCEL WEALTH MANAGEMENT

Office #1: 5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411

RIA

CRD#: 286201

Cedar Rapids, IA

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".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 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

Iowa
(11/14/2024)

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 65

Date: 11/14/2024

Uniform Investment Adviser Law Examination

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

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

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

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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Juan F. Garcia Heredia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Juan Fernando Garcia Heredia's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCEL WEALTH MANAGEMENT

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2024

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

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