Julie Ann Heath

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 10/2022
  Avantax Investment Services, Inc.
  Loomis, CA
• 09/2007 → Present
  Julie A. Heath Cpa A Prof. Corp.
  Loomis, CA

Previous Registrations

• 2018-11-06 → 2022-10-20
  Avantax Advisory Services
  Loomis, CA

Other Businesses

Julie A. Heath CPA A Prof. Corp.~'NIR'~3485 Taylor Road~Loomis~CA~95650~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2007~160hrs~120hrs~Tax Planning & Preparation, IRS representation, Bookkeeping, Payroll, Planning Services| INSURANCE POSITION: Agent NATURE: Sell Insurance Products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2021 ADDRESS: 3485 Taylor Road Loomis, CA 95650, United States DESCRIPTION: Variable Annuity Investment Sales. BUSINESS CONSULTING Is Not Investment Related, Accounting and Tax, owner, 2007-09-01, 15 hours per month, 15 hours per month during trading hours, Hourly Compensation, "I provide business consulting services that are related to my CPA practice. This involves sales and property tax, indirect international tax , SOX compliance, compilation reports, and other accounting analysis. I either get paid on an hourly basis or per project. I charge them an hourly rate of $175 . " ADVANCED ORGANIC METHODS, INC Is Not Investment Related, ADDRESS: "2140 S Dupont Hwy, , Camden, DE, 19934, United States", Energy Equipment, CFO, 7/1/2025, 2 hours per month, 0 hours per month during trading hours, Hourly Compensation DESCRIPTION: Manage books and records. Prepare tax returns. Attend Board of Director meetings

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-29

Designations

• Certified Financial Planner