Julia Gilels Lembcke
Investment adviser representative at Urs Advisory
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$200.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Urs AdvisoryJan 2025 to now
- Urs Advisory LLC dba Urs AdvisoryAug 2017 to now
- Jel Enterprises Inc dba Urs InsuranceApr 2010 to now
- Gradient Securities, LLCNov 2016 to Dec 2017
- Gradient Advisors, LLCFeb 2015 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Urs Advisory
Legal name: Urs Advisory LLC
$200.3MAssets managed
173Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6430148
- Firm CRD
- 289892