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Julian Christopher Ball

Ball Wealth Management LLC

Owings, MD

CRD 2456241

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Employer firm

Ball Wealth Management LLC CRD 133583

$9.72M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Ball Wealth Management Llc

Owings, MD • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-03-22
  • MD RA
    APPROVED
    Since 2022-03-22

Branch Locations

Owings, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ball Wealth Management Llc Owings MD 10/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-08
S63 Uniform Securities Agent State Law Examination 1994-04-18
  • S65 Uniform Investment Adviser Law Examination
    1997-04-08
  • S63 Uniform Securities Agent State Law Examination
    1994-04-18
Designations
  • Chartered Financial Analyst
Other Names
  • Julian Christopher Ball

View on SEC IAPD

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