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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Ford Financial Solutions, LLC

Julie E. Ford

CRD 5551913 · New York, NY

At a glance

Julie E. Ford is an investment adviser representative with Ford Financial Solutions, LLC in New York, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julie’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.

Current advisory firm

  • Ford Financial Solutions, LLCSince February 2016New York, NY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2016 (10 years)
Designations
Certified Financial Planner
Exams
–
Registered in
3 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Julie’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.