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Julien Luca Blancon

Black Diamond Financial, LLC

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About Julien Luca Blancon

Julien Blancon is a registered investment advisor representative (IAR) with Black Diamond Financial, LLC. Julien has over 3 years of experience in the financial services industry. Julien has a Series 66, Series 7 and SIE license and is registered in Oregon. Prior to joining Black Diamond Financial, LLC, Julien worked at WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and Cambridge Investment Research, Inc.

Firm Information

Julien Blancon is currently registered with Black Diamond Financial, LLC. Black Diamond Financial, LLC is an investment advisor based in Towson, MD. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They manage approximately $701.43 million in assets, primarily for high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth individuals.
Black Diamond Financial, LLC

305 WEST PENNSYLVANIA AVENUE

TOWSON, MD 21204

$701.43M

Assets Under Management

Not reported

Total Clients

12

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Julien Blancon’s Registration & Firm History

MD

01/01/2025 - Present

Black Diamond Financial, LLC (TOWSON MD)

OR

05/06/2020 - 02/16/2021

WELLS FARGO CLEARING SERVICES, LLC (BEND OR)

OR

10/08/2018 - 04/23/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)

OR

02/06/2018 - 08/17/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (BEND OR)

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Licenses & Designations

BOTH

Issued 03/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julien Luca Blancon.
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