JS
Jurgen A. Steinwarz
OPENARC CORPORATE ADVISORY
ATLANTA, GA 30326
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CRD#: 6513934
JS
Professional summary
Jurgen A Steinwarz, CFP®, who also goes by Jurgen Adolf Steinwarz, is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.
Jurgen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jurgen has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jurgen Adolf Steinwarz
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.
I*131587For profit or not for profit: Non-Profit OrganizationName of outside business organization: La AmistadInvestment related: NAddress of business:Atlanta, Georgia 30305Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/12/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Asked to join their advisory council that helps provide insight to generate new ideas to enhance their current program initiatives. I* 1042295 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: UberEats Investment related: no Address of business: Rocky face, GA, 30740 Nature of business: Corporation Position, title, association: Employee Start date of relationship: 10/21/2022 Number of hours devoted: 5 weekly Number of hours devoted during trading hours: 0 Duties: Delivering Food is the expectation and responsibility I* 1100314 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: DoorDash Investment related: no Address of business: San Francisco, CA, 94107 Nature of business: Corporation Position, title, association: Employee Start date of relationship: 12/08/2022 Number of hours devoted: 7 weekly Number of hours devoted during trading hours: 0 Duties: Delivering Food
CRS (Client Relationship Summary) - RIA
Click below to view Jurgen A Steinwarz'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®
Start date: 2021
Experience
Current
September 24, 2025 - Present
OPENARC CORPORATE ADVISORY, LLC
Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326RIA
CRD#: 336837
ATLANTA, GA
Past
December 5, 2016 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
December 2, 2016 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
August 29, 2016 - November 7, 2016
MORGAN STANLEY
RIA
CRD#: 149777
NAPLES, FL
Past
August 1, 2016 - November 7, 2016
MORGAN STANLEY
BD
CRD#: 149777
NAPLES, FL
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".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - (7/8/2025 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
Georgia(9/25/2025)
IAR
Texas(9/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - (7/8/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 492 |
| AUM (Assets Under Management) | $ 443,705,451 |
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.
