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ClientsJulian Frost

Julian Frost

Active

Age 43 · Boulder, Colorado

AdvisorOwen MarshRisk toleranceGrowthLinked accounts1 linkedLast contactSeptember 10, 2026
OverviewAssetsGoals3Documents3Contact log2
Contact log

A saved entry is pushed to the broker, and the broker's contact status is shown on it.

CallSeptember 10, 2026 3:30 PM · 25 minOMOwen Marsh

Reported the IRA link error and scheduled the re-authorization.

Could not reach Meridian Securities (authentication failed)
Not linked
MeetingJune 19, 2026 2:00 PM · 50 minOMOwen Marsh

Walked through the proposal. Contributions changed to $600 a month.

Contacted