Julian Harwell, financial advisor Macon GA

Julian Harwell

CRD Number: 239264
Current Firm: Solomon Investments & Financial Planning, LLC

Julian Harwell (CRD# 239264) is an Investment Advisor Representative working at Solomon Investments & Financial Planning, LLC in Macon, GA and has over 39 years of experience in the finance industry.

Similar Advisors
John Albertson, financial advisor Macon GA
John M. Albertson
CRD# 4286283
Patton Albertson Miller Group, LLC
Similar Advisors
Frank Anderson, financial advisor Macon GA
Frank W. Anderson
CRD# 5101699
Woodbury Financial Services, Inc.
Similar Advisors
Stephen Anderson, financial advisor Macon GA
Stephen D. Anderson
CRD# 2507388
Cfs Wealth Management
Professional Designations
Company Name Location Dates Years
Solomon Investments & Financial Planning, LLC Macon, GA Aug 2018 - Current 3
J.f.h. Financial Solutions Conyers, GA Jul 2003 - Current 19
Dominion Investor Services, Inc. Horseshoe Bay, TX Jan 2018 - Jul 2018 < 1
Ameritas Life Insurance Corp Lincoln, NE Aug 2016 - Dec 2017 1
Ameritas Investment Corp Lincoln, NE Jun 2005 - Dec 2017 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
Contact Info for Julian F. Harwell
Phone Number: 478-477-7643
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.