Erik Heinz Lembcke

Employer firm

Urs Advisory CRD 289892

$200M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 09/2016
  First Republic Securities Company, Llc
  Palm Beach, FL
• 01/2014 → 09/2016
  First Republic Securities Company, Llc
  Palm Beach, FL
• 11/2016 → 12/2017
  Gradient Securities, Llc
  Arden Hills, MN
• 10/2016 → Present
  Jel Enterprises Inc Dba Urs Insurance
  Jupiter, FL
• 01/2018 → Present
  Urs Advisory Llc Dba Urs Advisory
  Jupiter, FL
• 08/2017 → Present
  Urs Advisory Llc Dba Urs Advisory
  Jupiter, FL

Previous Registrations

• 2016-11-04 → 2017-12-31
  Gradient Securities, Llc
  West Palm Beach, FL
  Stuart, FL
  Arden Hills, MN
  Arden Hills, MN
• 2014-01-10 → 2016-09-26
  J.P. Morgan Private Wealth Advisors Llc
  Palm Beach, FL
  San Francisco, CA
• 2011-09-07 → 2013-08-26
  Deutsche Bank Securities Inc.
  Palm Beach, FL

Other Businesses

1) JEL ENTERPRISES INC. DBA URS INSURANCE; INVT REL; 4425 N Military Trail, Suite 205, Jupiter, FL 33458; INSURANCE AGENT; START 10/2016; Fixed INSURANCE SALES.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-31

Designations

• Certified Financial Planner

Other Names

• Erik Lembcke