Julie Gerron is a CFA-designated registered investment advisor, based in San Antonio, TX, with 4 years of industry experience.
Location
250 W. Nottingham, Suite 300, San Antonio, TX, 78209
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie serves as General Counsel & Chief Compliance Officer for Sendero Wealth Management, a registered investment adviser firm affiliated with Sendero Securities.
Employment History
Current Registrations
Sendero Securities, LLCBroker
December 2023 - Present · 2 yrs 4 mos
Sendero Wealth Management, LLC
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Discovery Management, LTD.
April 2002 - January 2004 · 1 yr 9 mos
Smith Asset Management Group LP
April 2002 - January 2004 · 1 yr 9 mos
State Registrations1 state
TX
Advisor
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Exams
No exam information available for this advisor.