Julie Ann Coleman
Investment adviser representative at Bison Wealth, LLC
21 yearsExperience
1 stateRegistered in
$2.7BFirm assets
7 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
21 years in the industry.
- Bison Wealth, LLC.Mar 2026 to now
- Williamson County School SystemJan 2024 to now
- HomemakerJun 2023 to Jan 2024
- Arbitrage TradeJul 2020 to Oct 2020
- Vanderbilt UniversityJan 2005 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 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
- 8241202
- Firm CRD
- 299805