Julia Wentworth

Julia Wentworth is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION, SEQUOIA FINANCIAL ADVISORS, L.L.C..

Registration history (3)

FirmFromToCurrent
SEQUOIA FINANCIAL ADVISORS, L.L.C.2026-07-14presentYes
BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION2019-04-24presentYes
COLORADO CAPITAL MANAGEMENT2017-11-152019-03-27

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