Jupiter, FL 4425 N Military Trail Suite 208 Office
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URS Advisory
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About
URS Advisory serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning, including special‑needs planning. The firm operates on a fee‑based model and, while the advisory entity does not sell insurance, its principals offer insurance products through an affiliated insurance business and disclose those relationships.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and may incorporate asset allocation, fundamental, technical and cyclical analysis; the firm provides ongoing discretionary trading and quarterly account reviews. URS may engage third‑party sub‑advisors to manage portions of client portfolios and documents client objectives and any imposed investment restrictions.
Noteworthy features include the affiliation with an insurance brokerage—its principals dedicate a substantial portion of their time to that affiliated practice and disclose the resulting conflicts and mitigation procedures. The firm also combines analytical tools such as Monte Carlo and guardrail stress testing with a two‑tier planning structure and manages over $200 million of client assets with a small advisor team.
Based on URS Advisory
Expertise
Based on URS Advisory
Location
4425 N Military Trail, Suite 208
Jupiter FL 33458
Advisors at this office
3
Advisors at this office
Reeya P
Series 65
Jupiter, FL
URS Advisory
Reeya Patel is a Series 65-licensed financial advisor at URS Advisory with one year of industry experience. Prior to joining URS Advisory, she held positions at AGW Capital Advisors, Charles Schwab & Co., Inc., and Koss Olinger. Outside of her advisory work, she was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services, including special-needs planning. The firm tailors investment programs to client goals and risk tolerance, employs third-party sub-advisors when appropriate, and manages over $200 million in client assets.
Arie E
Series 65
Jupiter, FL
URS Advisory
Arie Eitani is a financial advisor at URS Advisory with a Series 65 credential and one year of industry experience. Prior to joining URS Advisory, he worked at Fidelity Investments and has a background that includes roles outside of finance. He was a full-time student for sixteen years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines fundamental and technical analysis with ongoing portfolio management, overseeing more than $200 million in client assets.
Julia L
CFP®, ChFC®, Series 65
Jupiter, FL
URS Advisory
Julia Lembcke is a financial advisor at URS Advisory with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining URS Advisory, she worked at Gradient Securities, LLC. Outside of her advisory role, she is involved with JEL ENTERPRISES INC dba URS Insurance, where she acts as an insurance agent. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and integrates a variety of analytical tools and sub-advisors to tailor investment programs according to each client's goals and risk tolerance.
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