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JA

Julian M. Arndt

VITAL CAPITAL LLC
Jacksonville, FL
Some features on this profile are disabled
CRD#: 7595138
JA

Professional summary

Julian Mitchell Arndt, who also goes by Julian M Arndt, Julian Arndt, is a registered financial advisor currently at VITAL CAPITAL LLC located in Jacksonville, Florida.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Julian has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julian M Arndt | Julian Arndt

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) Insurance Agent; 11461 Summerview Circle, Jacksonville, FL 32256, Insurance Services; 05/2023; 40hrs/Mo; 40hrs/Mo during Security Trading Hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Mitchell Arndt'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®
None

Experience

Current

June 5, 2025 - Present

VITAL CAPITAL LLC

RIA
CRD#: 318147
Jacksonville, FL
Past

August 28, 2023 - May 29, 2025

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Jacksonville, FL
Past

September 23, 2022 - April 14, 2023

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
SCOTTSDALE, AZ

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
Florida
(6/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/5/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2022
Securities Industry Essentials Examination

Current Firm

VC
VITAL CAPITAL LLC
THE LONERGAN GROUP, LLC DBA VITAL WEALTH | VITAL WEALTH | VITAL CAPITAL LLC

CRD#: 318147 / SEC#:

California
Registered Investment Advisory firm - (6/20/2022 Approved)
Florida
Registered Investment Advisory firm - (4/12/2024 Approved)
Illinois
Registered Investment Advisory firm - (3/8/2022 Approved)
Iowa
Registered Investment Advisory firm - (3/14/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (10/24/2022 Approved)
Texas
Registered Investment Advisory firm - (6/6/2022 Approved)
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Contact information

Main Address
132 6th Avenue South, Clinton, IA 52732
Mailing Address
Phone number
(563) 243-2300
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts320
AUM (Assets Under Management)$ 41,717,323

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.

Company Information

VITAL CAPITAL LLC

CRD#: 318147Jacksonville, FL

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