Julian
Heron

Credentialed Wealth Advisors, LLC

CRD#6080257
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Julian Heron is a financial advisor operating out of Colorado Springs, Colorado, who has 2 years of industry experience. Heron is an employee of Credentialed Wealth Advisors, LLC. Heron has gained experience at Edward Jones and Credentialed Wealth Advisors, LLC. Heron holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado. Credentialed Wealth Advisors, LLC is a financial advisory firm that has its headquarters in Colorado Springs, CO. The company has a total of six employees. It manages $149 million in assets under management among its 1,204 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,204 customer accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. Credentialed Wealth Advisors, LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by Credentialed Wealth Advisors, LLC likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

5550 Tech Center Drive Suite 308B
Colorado Springs, CO 80919

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Credentialed Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$149,140,857

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

1,204

CO Average: 1,101
Average Account Size

$123,871

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Julian Heron Work History

Julian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Credentialed Wealth Advisors, LLC

2012 - 2021 (9 years)

Edward Jones

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Julian Heron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Credentialed Wealth Advisors, LLC

Julian Heron
Colorado Springs, CO
Joseph Gebhart
Pueblo, CO
Robert Chedester
Colorado Springs, CO
Roy Hucke
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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