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JC

Julian Castro

IRONWOOD INVESTMENT GROUP
HEREFORD, TX 79045
CRD#: 8174132
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JC
Julian CastroIRONWOOD INVESTMENT GROUP

Professional summary

Julian Castro is a registered financial advisor currently at IRONWOOD INVESTMENT GROUP LLC located in Hereford, Texas.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Julian has worked at 1 firm and has passed the Series 65, Series 66 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 Julian Castro's 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

December 3, 2025 - Present

IRONWOOD INVESTMENT GROUP LLC

Office #1: 214 Elm Street, Hereford, TX 79045
RIA
CRD#: 339128
HEREFORD, TX

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
Texas
(12/3/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/22/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/11/2025
Securities Industry Essentials Examination

Current Firm

II
IRONWOOD INVESTMENT GROUP LLC
IRONWOOD INVESTMENT GROUP LLC

CRD#: 339128 / SEC#:

Texas
Registered Investment Advisory firm - (12/3/2025 Approved)
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Contact information

Main Address
214 Elm Street, Hereford, TX 79045
Mailing Address
Phone number
(806) 201-8617
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

IRONWOOD INVESTMENT GROUP LLC

CRD#: 339128Hereford, TX 79045

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