Julia Batchenko (CRD# 5505353) is an Investment Advisor Representative working at Red Cedar Investment Management in Grand Rapids, MI and has over 10 years of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Red Cedar Investment Management | Cincinnati, OH | Sep 2019 - Current | 4 |
| Bahl & Gaynor Investment Counsel | Cincinnati, OH | Apr 2019 - Sep 2019 | < 1 |
| Unemployed | Cincinnati, OH | Dec 2018 - Apr 2019 | < 1 |
| Clear Arc Capital | Cincinnati, OH | Oct 2015 - Dec 2018 | 3 |
| Fifth Third Securities | Cincinnati, OH | Oct 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- OH
-
Total Assets Under Management1,628MILLIONS
-
Total Number of Accounts59ACCOUNTS
-
Average Account Value$27,600,809
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
MI, OH
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