Juliana C Janson

Employer firm

Buffalo First Wealth Management, LLC CRD 168937

$91.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• 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

• 11/2021 → Present
  Buffalo First Wealth Management
  Williamsville, NY
• 10/2020 → 08/2021
  Trocaire College
  Buffalo, NY
• 10/2019 → 06/2020
  Buffalo Niagara Partnership
  Buffalo, NY
• 07/2014 → 10/2019
  Goodwill Of Wny
  Buffalo, NY
• 06/2020 → 10/2020
  Unemployment - Covid
  Buffalo, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-16