Julian M Arribas
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Mar 2024 to now
- Freedom Financial Group, LLCSep 2023 to now
- Copperleaf Capital, LLCOct 2022 to Aug 2023
- UnemployedSep 2022 to Sep 2022
- Destiny Wealth PartnersMay 2021 to Aug 2022
- JP Morgan Chase BankFeb 2019 to May 2021
- Professional Management Inc.Jan 2018 to May 2018
- Professional Management Inc.May 2017 to Aug 2017
- Florida International UniversityAug 2016 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn 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
- 7442909
- Firm CRD
- 23131