Julia Gilels Lembcke
CFP®, ChFC®, CLU®Professional Summary
Julia Gilels Lembcke, CFP®, ChFC®, CLU®, who also goes by Julia Doris Gilels, Julia Lembcke, is a registered financial advisor currently at URS ADVISORY located in Jupiter, Florida. Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Julia has worked at 3 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Julia Doris Gilels, Julia Lembcke
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
URS ADVISORY | URS ADVISORY LLC
Contact Information
Main Address
4425 N Military Trail Suite 208, Jupiter, FL 33458Phone Number
(561) 594-0100# of Employees
7SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
536AUM (Assets Under Management)
$200,312,614Similar Advisors
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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.
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Primary Firm SEC Registration
URS ADVISORY | URS ADVISORY LLC
State Registrations and Notice Filings
(1/2/2018)
(3/3/2025)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Julia Gilels Lembcke's CRS (Customer Relationship Summary).
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