JB
Julian Briscoe Heron
CRD 6080257
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Credentialed Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Credentialed Wealth Advisors, Llc
Managing Member · 50% – 75% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗