Jurgen A Steinwarz

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 06/2015 → 11/2016
  Morgan Stanley Smith Barney Llc
  Naples, FL
• 08/2013 → 11/2016
  Florida Gulf Coast University
  Ft Myers, FL
• 06/2016 → 11/2016
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2016 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 02/2017 → 09/2025
  Bank Of America, N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory, Llc
  Atlanta, GA

Previous Registrations

• 2016-12-05 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2016-08-29 → 2016-11-07
  Morgan Stanley
  Naples, FL

Other Businesses

I*131587For profit or not for profit: Non-Profit OrganizationName of outside business organization: La AmistadInvestment related: NAddress of business:Atlanta, Georgia 30305Nature of business: Charitable Organization,Position, title, association: Advisory Board Member, Start date of relationship: 6/12/2020Number of hours devoted: 3 hour(s) QuarterlyNumber of hours devoted during trading hours: 0Duties: Asked to join their advisory council that helps provide insight to generate new ideas to enhance their current program initiatives. I* 1042295 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: UberEats Investment related: no Address of business: Rocky face, GA, 30740 Nature of business: Corporation Position, title, association: Employee Start date of relationship: 10/21/2022 Number of hours devoted: 5 weekly Number of hours devoted during trading hours: 0 Duties: Delivering Food is the expectation and responsibility I* 1100314 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: DoorDash Investment related: no Address of business: San Francisco, CA, 94107 Nature of business: Corporation Position, title, association: Employee Start date of relationship: 12/08/2022 Number of hours devoted: 7 weekly Number of hours devoted during trading hours: 0 Duties: Delivering Food

Exams

• S66 Uniform Combined State Law Examination
  2016-08-26

Designations

• Certified Financial Planner

Other Names

• Jurgen Adolf Steinwarz