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Julian Castro

Advisor at Ironwood Investment Group LLC

Updated today

Location

Hereford, TX 79045

Credentials

Series 65, Series 66

Industry experience

< 1 year

About

Julian Castro is an advisor at Ironwood Investment Group LLC with Series 65 and Series 66 credentials. He has been with Ironwood since 2025 and has no prior industry experience. Outside of his advisory role, he works as an assistant manager at Walmart in Hereford, TX. Ironwood Investment Group LLC is an investment manager providing discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, charting, and cyclical analysis and uses strategies that include long-term holdings, option writing, derivatives, and margin trading.

Client services

Based on Ironwood Investment Group LLC

Financial planning Portfolio management

Expertise

Based on Ironwood Investment Group LLC

Options & derivatives strategies Cash flow / budgeting

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Fee options

Percentage

1.35% annually

Location

214 Elm Street

Hereford, TX 79045

Most active in

Texas

Work history

Ironwood Investment Group LLC

2025 - Present (1 year)

Walmart

2023 - Present (3 years)

Amigos

2018 - 2023 (5 years)

Full Time Student

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Uriel V

Series 66

Hereford, TX

Ironwood Investment Group LLC

Uriel Villa Jr. is a financial advisor with Ironwood Investment Group LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and Cargill Meat Solutions. He also operates as a sole proprietor offering fixed insurance sales. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with strategies that include long-term holdings, option writing, derivatives, and margin trading.

Options & derivatives strategies Cash flow / budgeting
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Joe G

Series 63, Series 65

Hereford, TX

Valic Financial Advisors

Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Davidson Oil Company and Agia. Outside of his advisory duties, he works as a project consultant for Davidson Oil and assists customers seasonally at Office Max. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy

Donald P

Series 66

Hereford, TX

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Kevin K

CFP®, Series 63, Series 66

Hereford, TX

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Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retired Founder/Business Owner Executive

Logan P

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Hereford, TX

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Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Founder/Business Owner Educators, Teachers, and Academics
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Billy P

Series 63, Series 66

Hereford, TX

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Billy Pierson is a financial advisor with LPL Financial in Hereford, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he is involved in a family business operating a car wash. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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