Juan Fernando Garcia Heredia

Employer firm

Accel Wealth Management CRD 286201

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2022 → 08/2024
  Elmcrest Country Club
  Cedar Rapids, IA
• 06/2021 → Present
  Vega Sports Academy
  Cedar Rapids, IA
• 01/2018 → 07/2022
  Gm Financial
  Cedar Rapids, IA
• 01/2016 → 12/2018
  North River Yacht Club
  Tuscaloosa, AL
• 01/2015 → 12/2017
  University Of Alabama
  Tuscaloosa, AL
• 01/2014 → 12/2016
  Stillman College
  Tuscaloosa, AL
• 08/2024 → Present
  Accel Wealth Management
  Cedar Rapids, IA

Other Businesses

Vega Sports Academy; non-investment related; 6910 Brentwood Drive, Cedar Rapids, IA 52402; Sports Coaching; Owner; June 2021; 5 hours/month; 1 hour/month during securities trading hours; management of sports coaches

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-14