Julian M Arribas

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2016 → 12/2020
  Florida International University
  Miami, FL
• 05/2017 → 08/2017
  Professional Management Inc.
  Orlando, FL
• 01/2018 → 05/2018
  Professional Management Inc.
  Miami, FL
• 02/2019 → 05/2021
  Jp Morgan Chase Bank
  Orlando, FL
• 05/2021 → 08/2022
  Destiny Wealth Partners
  Tavares, FL
• 10/2022 → 08/2023
  Copperleaf Capital, Llc
  Raleigh, NC
• 09/2022 → 09/2022
  Unemployed
  Orlando, FL
• 09/2023 → Present
  Freedom Financial Group, Llc
  Orlando, FL
• 03/2024 → Present
  Osaic Wealth, Inc.
  Lakeland, FL

Previous Registrations

• 2022-10-26 → 2023-08-15
  Copperleaf Capital, Llc
  Clover, SC
• 2022-04-13 → 2022-08-12
  Destiny Wealth Partners, Llc
  Winter Park, FL
  Tavares, FL

Other Businesses

1. FREEDOM FINANCIAL GROUP, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/05/2024 ADDRESS: 7301 US HWY 98N, Lakeland FL 33809, United States DESCRIPTION: Insurance Broker 2. FREEDOM FINANCIAL GROUP, LLC POSITION: Financial Producer, Branding and Marketing Under this Business Name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/06/2024 ADDRESS: 7301 US HWY 98N, Lakeland FL 33809, United States DESCRIPTION: Sales and Marketing

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-10
• S65 Uniform Investment Adviser Law Examination
  2022-03-28

Other Names

• Julian Marco Arribas