Julia G. Lembcke

URS ADVISORY

JUPITER, FL 33458

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CRD#: 6430148

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Doris Gilels | Julia Lembcke

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)JEL ENTERPRISES INC. DBA URS INSURANCE; INVT REL; 4425 N Military Trail, Suite 205, Jupiter, FL 33458; INSURANCE AGENT; START 04/2010; Fixed INSURANCE SALES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Gilels Lembcke'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®

CFP^®

Certified Financial Planner

Start date: 2015

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

January 2, 2018 - Present

URS ADVISORY

Office #1: 4425 N Military Trail Suite 205, Jupiter, FL 33458

RIA

CRD#: 289892

JUPITER, FL

Past

November 4, 2016 - December 31, 2017

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

STUART, FL

Past

February 2, 2015 - November 7, 2016

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

WEST PALM BEACH, FL

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

Alabama
(5/27/2025)

IAR

California
(8/28/2024)

IAR

Florida
(1/2/2018)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 5/2/2013

Uniform Investment Adviser Law Examination

Current Firm

URS ADVISORY

URS ADVISORY | URS ADVISORY LLC

CRD#: 289892 / SEC#:

Alabama

Registered Investment Advisory firm - (5/23/2025 Approved)

California

Registered Investment Advisory firm - (8/28/2024 Approved)

Florida

Registered Investment Advisory firm - (1/2/2018 Approved)

Texas

Registered Investment Advisory firm - (2/25/2025 Conditional Restricted)

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Contact information

Main Address

4425 N Military Trail Suite 205, Jupiter, FL 33458

Mailing Address

Phone number

(561) 594-0100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 114,110,138

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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Julia G. Lembcke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Gilels Lembcke's CRS (Customer Relationship Summary).

Certified licenses

Experience

URS ADVISORY

GRADIENT SECURITIES, LLC

GRADIENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2013

Current Firm

URS ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

URS ADVISORY

TRUST BUT VERIFY

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