Juliana C Janson
Investment adviser representative at Buffalo First Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$91.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Buffalo First Wealth Management, LLCNov 2021 to now
- Trocaire CollegeOct 2020 to Aug 2021
- Unemployment - CovidJun 2020 to Oct 2020
- Buffalo Niagara PartnershipOct 2019 to Jun 2020
- Goodwill of WnyJul 2014 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Buffalo First Wealth Management, LLC
$91.7MAssets managed
583Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7665318
- Firm CRD
- 168937