Julia E. Coburn

CENTAURUS FINANCIAL

Lincoln, CA

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CRD#: 2565449

Professional summary

Julia Elizabeth Coburn, who also goes by Julia E Coburn, Julie Elizabeth Coburn-olson, Julie Olson, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Lincoln, California.

Julia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Julia has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia E Coburn | Julie Elizabeth Coburn-Olson | Julie Olson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NPFBA, investment related, 2200 Douglas Blvd., Suite #110A, Roseville, CA 95661, sale of long term care and long term disability to safety members in the state of California, the work may involve some sale of fixed life insurance, field service manager (part time), since 12/1/2018, devoted time is 4 hours a month, meet with police and fire fighters to provide long term care, long term disability and possible fixed life insurance. 2. Notary Public, non-investment related, Lincoln, CA 95648, notarization of documents, Notary, since 4/7/2018, I do not generally charge my clients for this service, generally only used for business documents and retirement applications. 3. TEAM ALVAREZ INSURANCE SERVICES POSITION: Field Agent NATURE: Medicare coverage for clients and prospects enrolling for new policy. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/09/2023 ADDRESS: 1971 E. 4th Street, Santa Ana CA 92705, United States DESCRIPTION: Providing Medicare Advantage/Supplements to clients and prospects.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Elizabeth Coburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Julia Elizabeth Coburn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 17, 2021 - Present

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

Lincoln, CA

Current

September 20, 2017 - Present

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

Lincoln, CA

Past

September 20, 2017 - December 31, 2019

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

ROSEVILLE, CA

Past

February 3, 2017 - September 11, 2017

CROWN CAPITAL SECURITIES, L.P.

RIA

CRD#: 6312

Roseville, CA

Past

February 3, 2017 - September 11, 2017

CROWN CAPITAL SECURITIES, L.P.

CRD#: 6312

Roseville, CA

Past

February 10, 2012 - October 5, 2017

BCN FINANCIAL, INC.

RIA

CRD#: 135655

ALAMEDA, CA

Past

April 28, 2009 - February 2, 2017

QUEST SECURITIES, INC.

RIA

CRD#: 6828

ROSEVILLE, CA

Past

April 27, 2009 - February 2, 2017

QUEST SECURITIES, INC.

CRD#: 6828

FAIR OAKS, CA

Past

October 30, 2008 - December 18, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SACRAMENTO, CA

Past

November 2, 2006 - October 3, 2008

NYLIFE SECURITIES LLC

CRD#: 5167

ROSEVILLE, CA

Past

July 13, 2004 - October 20, 2006

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

SACRAMENTO, CA

Past

November 24, 2003 - October 20, 2006

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SACRAMENTO, CA

Past

June 10, 2003 - October 20, 2006

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

SACRAMENTO, CA

Past

December 16, 2002 - February 14, 2003

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

October 30, 2002 - December 7, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROSEVILLE, CA

Past

October 18, 2002 - December 7, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 18, 2002 - December 7, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185

RIA

Registered Investment Advisory firm - SEC (10/8/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/20/2017)

IAR

California
(5/17/2021)

IAR

Colorado
(7/14/2021)

Idaho
(4/24/2024)

Indiana
(6/18/2018)

IAR

Indiana
(7/13/2022)

Texas
(9/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/17/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185

RIA

Registered Investment Advisory firm - SEC (10/8/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)

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Contact information

Main Address

2300 E. Katella Avenue Suite 200, Anaheim, CA 92806

Mailing Address

2300 E. Katella Avenue Suite #200, Anaheim, CA 92806

Phone number

(714) 456-1790

Established

California since 08/27/1992

Firm type

Corporation

Fiscal year end

April

Firm Size

Large

# of Employees

580

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CENTAURUS FINANCIAL, INC. FORM ADV PART 2 APPENDIX 1 (7/24/2025)

CENTAURUS FINANCIAL, INC. FORM ADV PART 2A (7/24/2025)

Direct owners and executive officers

Name	Position	CRD#
FEDERATION OF FINANCIAL SERVICES	OWNER
KREMER, STEPHEN MARK	OWNER	1188829
RUBINO, MICHAEL PETER	OWNER	1188940
DUHOVIC, JEROME VICTOR	DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER	2123754
DUHOVIC, JEROME VICTOR	CHIEF COMPLIANCE OFFICER	2123754
KING, JAMES RONALD SR	DIRECTOR/CHAIRMAN OF THE BOARD/CEO	269927
KING, PAUL J	DIRECTOR/GENERAL COUNSEL	5017845
KING, WESTLEY HAYES	DIRECTOR/PRESIDENT	2527676
LEJMAN, SHERI J	CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER

Regulatory assets under management

Total Number of Accounts	38,049
AUM (Assets Under Management)	$ 7,336,108,151

Disclosures

Regulatory Event	18
Arbitration	8

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Julia E. Coburn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Elizabeth Coburn's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Julia Elizabeth Coburn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

CROWN CAPITAL SECURITIES, L.P.

CROWN CAPITAL SECURITIES, L.P.

BCN FINANCIAL, INC.

QUEST SECURITIES, INC.

QUEST SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CENTAURUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/17/2002

FINRA

Current Firm

CENTAURUS FINANCIAL, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CENTAURUS FINANCIAL, INC.

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