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Ford Financial Solutions, LLC CRD 282588
$20.9M regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-03-22 |
| NY | RA | APPROVED | 2021-03-12 |
| TX | RA | APPROVED_RES | 2016-02-03 |
Branch Locations
1345 Avenue Of The Americas, New York, NY 10105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ford Financial Solutions, Llc | New York | NY | 03/2015 | Present |
Beginning October 2020, Julie E. Ford sometimes serves as an expert witness in legal proceedings. When doing so, this activity accounts for approximately 10% of her time. Beginning August 2022, Julie is also on the U.S. Board of Directors for The Navigators, a 501(c)(3) organization. The Navigators is a religious ministry and is not an investment-related business. She currently sits on the finance committee and no compensation is received for this work. Julie spends less than 10% of her time in this capacity. With the exception of twice per year board meetings held in Colorado Springs, the majority of time spent in this capacity is not during securities trading hours. The organization's headquarters address is 3820 N 30th St, Colorado Springs, CO 80904.
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