JK
Julian A. Korber
ORG PARTNERS
Denver, CO 80206
Some features on this profile are disabled
CRD#: 3040527
JK
Professional summary
Julian Anthony Korber is a registered financial advisor currently at ORG PARTNERS located in Denver, Colorado.
Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Julian has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 6TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Org Partners LLC - Iivestment Related - 13548 Zubrick Rd, Roanoke IN 4783 - RIA - Managing Director - 6/18/2021 - 40 hours/40 tradin hours a month - I will be running an independent RIA D/B/A cirque financial group._____ Fixed Insurance - Investment Related - 100 Filmore St #500 Denver CO 80206 - Fixed/Traditional - 6/18/2021 - Agent - 5 hours/5 trading hours a month - sales of fixed/traditional insurance_____ Colorado Photographic Arts Center - Non-investment related. 1200 Lincoln #111; 4/1/2024 - 5 hours per month, 0 hours per month during trading hours. Non-profit arts & cultural organization. Board member - engage in fundraising, membership and board activities, attend art auctions & events.
CRS (Client Relationship Summary) - RIA
Click below to view Julian Anthony Korber's 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®
NoneExperience
Current
June 18, 2021 - Present
ORG PARTNERS
Office #1: 100 Fillmore Street Suite 325, Denver, CO 80206RIA
CRD#: 312728
Denver, CO
Past
June 18, 2021 - December 31, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Denver, CO
Past
October 23, 2007 - July 7, 2021
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
DENVER, CO
Past
October 22, 2007 - July 7, 2021
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
DENVER, CO
Past
July 11, 2001 - October 22, 2007
WEDBUSH SECURITIES INC.
BD
CRD#: 877
DENVER, CO
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".
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
Registered Investment Advisory firm - (3/18/2021 Approved)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.Highlighted states indicate IAR registrations
IAR
Colorado(6/18/2021)
IAR
Montana(8/29/2023)
IAR
New Hampshire(9/5/2023)
IAR
Ohio(8/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OP
ORG PARTNERS
ABMEYER WEALTH MANAGEMENT, LLC. | XARTIS WEALTH ADVISORY GROUP | WINDFALL HILL CAPITAL, LLC | WAY STREET FINANCIAL | WATERSTONE WEALTH | TINKER CAPITAL | THE CIRQUE FINANCIAL GROUP | ORG PARTNERS LLC | ORG PARTNERS | ELIAS FINANCIAL SERVICES, LLC | CORNELL WEALTH MANAGEMENT LLC | CONSTANCE WEALTH ADVISORS | CONSTANCE WEALTH | CENTURY WEALTH ADVISORS | CENTERPOINT FINANCIAL GROUP | CAP | BENCHMARK FINANCIAL ADVISORS
CRD#: 312728 / SEC#: 801-120444
RIA
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Contact information
Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(260) 469-9173
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,747 |
| AUM (Assets Under Management) | $ 772,570,633 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
