Julia Alderson

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 03/2014 → Present
  Chesapeake Wealth Management
  Kilmarnock, VA
• 04/2022 → Present
  Osaic Institutions, Inc.
  Meriden, CT

Other Businesses

Chesapeake Wealth Management. Investment-related business. 97 N Main Street, Kilmarnock, VA 22482. Bank-trust company. Financial Consultant . March 2014. 160 hours/month. 136 trading hours/month. Support and assist with account management of trust and managed investment accounts. Handle day-to-day needs for clients.

Exams

• S66 Uniform Combined State Law Examination
  2022-05-23

Other Names

• Julia Anderson