Jupiter, FL 4425 N Military Trail Suite 208 Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$200,312,614
ClientsTotal clients
173
AdvisorsAdvisors at this office
3
Of 4 advisors across 2 offices
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 financial advisor at URS Advisory in Jupiter, FL, holding a Series 65 credential. She has experience working with multiple firms since 2022, including Charles Schwab & Co., Inc., AGW Capital Advisors, and Koss Olinger. Prior to entering the industry, Patel spent 11 years in full-time education and was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and offers tailored investment programs that incorporate various analytical tools, managing over $200 million in client assets with a small team.
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 CFP® and ChFC® with 11 years of industry experience. She has been with URS Advisory since 2017 and previously worked at Gradient Securities, LLC and Gradient Advisors, LLC. Outside of her advisory role, she is involved with JEL Enterprises Inc., operating as an insurance agent through URS Insurance. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a tailored investment approach combining quantitative and fundamental analysis, supports ongoing discretionary trading, and works with third-party sub-advisors.
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