Julian Heron has been Managing Member of Credentialed Wealth Advisors since January 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Credentialed Wealth Advisors, LLC is a Johnstown, CO firm with $140M under management, 302 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Julian Heron is Co-Founder and Principal Wealth Advisor of Credentialed Wealth Advisors, based in Colorado Springs, CO. Heron is a former Edward Jones advisor and startup mentor, and is involved in local business and non-profit boards. His specialties include portfolio management, valuation, and employer retirement plans.
Julian Heron’s longest registration was 8 years at Edward Jones (2012–2021). Before joining Credentialed Wealth Advisors in 2021, Julian Heron was registered through Edward Jones.
- – present · 5 yearsJohnstown, CO · Adviser representative · Firm CRD 312517
- Edward Jones– · 8 yearsColorado Springs, CO · Adviser representative · Firm CRD 250
Professional designations
Listed by Credentialed Wealth Advisors
- Chartered Financial Analyst (CFA®)
- Chartered Retirement Plans Specialist (CRPS®)
Investment adviser representative registrations
Julian Heron is registered as an investment adviser representative in Colorado, since March 2021.
- ColoradoSince 2 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 August 2012 |
| Series 7 | General Securities Representative Examination | 2 August 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Julian Briscoe Heron
- CRD
- 6080257
- Firm
- Credentialed Wealth Advisors · CRD 312517
- Role
- Managing Member
- Office
- 3 SOUTH PARISH AVENUE, Johnstown, CO 80534
- Registration
- Investment adviser registration
- In the industry since
- August 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- credentialedwealth.com
Where does Julian Heron work?
Julian Heron has been Managing Member of Credentialed Wealth Advisors, LLC since January 2021, and is a control person of the firm.
Is Julian Heron a financial advisor?
Yes. Julian Heron has a current investment-adviser registration in Colorado, through Credentialed Wealth Advisors since March 2021.
How many years of experience does Julian Heron have?
Julian Heron has 14 years in the financial industry, since August 2012, across 2 adviser firms.
What exams has Julian Heron passed?
Julian Heron has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2012. FINRA credited Julian Heron with the SIE, which began in October 2018.
Where did Julian Heron work before Credentialed Wealth Advisors?
Before Credentialed Wealth Advisors, Julian Heron was registered through Edward Jones, November 2012 to March 2021.
Where is Julian Heron based?
Julian Heron’s registered office is in Johnstown, CO.
Is Julian Heron registered with FINRA?
No. Julian Heron has no current broker registration.
Is Julian Heron a CFA charterholder?
Credentialed Wealth Advisors lists Julian Heron with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Julian Heron’s record?
Search CRD 6080257 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julian Heron’s full registration record.
