Ashley Dejulio (CRD# 6926000) is an Investment Advisor Representative working at Cimarron Wealth Management, Inc. in Gunnison, CO and has over 3 years of experience in the finance industry.
CRD# 1099588
Ameriprise Financial Services, LLC
CRD# 4930022
Transamerica Financial Advisors, Inc.
CRD# 715423
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colorado West Investments, Inc. | Montrose, CO | Aug 2020 - Current | 3 |
| Colorado West Investments, Inc. | Montrose, CO | Jan 2019 - Current | 5 |
| Colorado West Investment, Inc. | Montrose, CO | Feb 2018 - Current | 6 |
| Tk Mining Services, LLC | Delta, CO | Jun 2012 - Dec 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2021 |
- CO
-
Total Assets Under Management205MILLIONS
-
Total Number of Accounts986ACCOUNTS
-
Average Account Value$207,526
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, CO, FL, LA, TN, TX
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