Julia Sheriann Jerome

Employer firm

Dorval & Chorne Financial Advisors CRD 309512

$374M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 06/2017
  Panera Bread, Llc
  Elk River, MN
• 08/2017 → 05/2021
  Bethel University
  St. Paul, MN
• 07/2018 → 05/2019
  Cabela's Inc.
  Rogers, MN
• 09/2010 → 06/2017
  Elk River Schools
  Elk River, MN
• 10/2020 → 06/2022
  Focus Financial Network, Inc
  Minneapolis, MN
• 10/2020 → 06/2021
  Royal Alliance Associates, Inc
  Minneapolis, MN
• 07/2022 → 09/2025
  Cresset Asset Management, Llc
  Minnetonka,, MN
• 06/2020 → 09/2020
  King Technology, Inc.
  Hopkins, MN
• 10/2025 → 03/2026
  Unemployed
  Hanover, MN
• 04/2026 → Present
  Dorval & Chorne Financial Advisors
  Maple Grove, MN

Previous Registrations

• 2022-07-20 → 2025-09-05
  Cresset Asset Management, Llc
  Chicago, IL
  Minnetonka, MN
• 2021-10-13 → 2022-06-23
  Focus Financial
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2021-09-28

Designations

• Certified Financial Planner