linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Julie Anne Gleason

Northwest Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Julie? Claim Your Profile

About Julie Anne Gleason

Julie Anne Gleason is a Registered Representative with Northwest Financial Advisors LLC. Julie Anne is licensed to provide investment advice in Virginia. She has been in the securities industry for over 2 years and is currently registered as an Investment Advisor Representative. Julie Anne holds the Series 7TO, Series 66, and SIE licenses and has experience with a variety of financial products and services. Julie Anne has experience with financial planning and portfolio management. Julie Anne has worked at Ameriprise Financial Services, LLC, and Northwest Federal Credit Union.

Firm Information

Julie Gleason is currently registered with Northwest Financial Advisors LLC. Northwest Financial Advisors LLC is a registered investment advisor headquartered in Herndon, VA. The firm has been serving clients since 2002 and currently manages over $1.6 billion in assets for a variety of clients, including individuals, high net worth individuals, corporations, charitable organizations, and pension plans. The firm offers a range of investment advisory services, including financial planning, portfolio management, and pension consulting. Northwest Financial Advisors LLC is committed to providing personalized financial advice and helping its clients achieve their financial goals.
Northwest Financial Advisors LLC

200 SPRING STREET

HERNDON, VA 20170

$1.65B

Assets Under Management

340

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Julie Gleason’s Registration & Firm History

VA

02/01/2024 - Present

Northwest Financial Advisors LLC (HERNDON VA)

VA

11/05/2021 - 01/11/2024

AMERIPRISE FINANCIAL SERVICES, LLC (FAIRFAX VA)

Not sure if Julie Anne Gleason is right for you?

Licenses & Designations

BOTH

Issued 01/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Anne Gleason.
Not sure if Julie Anne Gleason is right for you?