Julianna Bray has been President and Chief Compliance Officer of GW Financial since June 2014, is a control person of the firm and directly owns 75% or more of it.
GW Financial, Inc. is a Reno, NV firm with $134M under management, 93 clients and 2 advisers in one office, as of its April 2026 filing.
Julie Bray is President and Wealth Manager of GW Financial, Inc., based in Reno, Nevada. Bray began in financial services in December 2010 at Glenn Woody Financial Consultants and acquired the firm in 2014. Bray works virtually with families on college funding, retirement planning and wealth transfer strategies.
Julianna Bray’s longest registration is the current one, 12 years at GW Financial since 2014. Before joining GW Financial in 2014, Julianna Bray was registered through Brown Brothers Harriman & Co.
- Brown Brothers Harriman & Co.– · under a yearNew York, NY · Adviser representative · Firm CRD 111231
Professional designations
Listed by GW Financial
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified College Funding Specialist™ (CCFS®)
Investment adviser representative registrations
Julianna Bray is registered as an investment adviser representative in 3 states. The first approvals date from June 2014; the most recent is Nevada, in August 2020.
- CaliforniaSince 26 June 2014
- NevadaSince 31 August 2020
- TexasSince 10 July 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2009 |
| Series 7 | General Securities Representative Examination | 22 November 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Julianna Anderson Bray
- CRD
- 4942635
- Firm
- GW Financial · CRD 110478
- Role
- President and Chief Compliance Officer
- Office
- 5470 KIETZKE LANE, SUITE 300, Reno, NV 89511
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- planhighereducation.com
Where does Julianna Bray work?
Julianna Bray has been President and Chief Compliance Officer of GW Financial, Inc. since June 2014, and is a control person of the firm.
Is Julianna Bray a financial advisor?
Yes. Julianna Bray has a current investment-adviser registration in California, Nevada and Texas, through GW Financial since June 2014.
How many years of experience does Julianna Bray have?
Julianna Bray has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Julianna Bray passed?
Julianna Bray has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in November 2005.
Where did Julianna Bray work before GW Financial?
Before GW Financial, Julianna Bray was registered through Brown Brothers Harriman & Co., August 2009 to January 2010.
Where is Julianna Bray based?
Julianna Bray’s registered office is in Reno, NV.
Is Julianna Bray registered with FINRA?
No. Julianna Bray has no current broker registration.
Is Julianna Bray a CFP?
GW Financial lists Julianna Bray with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Julie Bray, CFP®, CCFS® biography, planhighereducation.com
How can I verify Julianna Bray’s record?
Search CRD 4942635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julianna Bray’s full registration record.