Julio Christian Marrero

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2021 → 03/2023
  J.P. Morgan Securities Llc
  Redding, CA
• 11/2021 → 03/2023
  Jpmorgan Chase Bank, N.A.
  Redding, CA
• 03/2021 → 11/2022
  124 Creative
  Redding, CA
• 04/2020 → 05/2021
  Leadership Metaformation
  Redding, CA
• 08/2019 → 03/2020
  International House Of Prayer-Miami
  Miami, FL
• 06/2018 → 08/2018
  Aspen Roofing
  Sanford, FL
• 01/2018 → 02/2018
  Sidecar Hr Iii, Llc
  Orlando, FL
• 06/2017 → 06/2018
  World Wide Vacations, Llc
  Maitland, FL
• 12/2016 → 05/2017
  Marriott Vacation Club International
  Orlando, FL
• 02/2016 → 11/2016
  World Wide Vacations, Llc
  Maitland, FL
• 06/2015 → 03/2017
  Nta Life
  Orlando, FL
• 07/2018 → 08/2018
  Ring Marketing Group
  Orlando, FL
• 08/2018 → 08/2019
  Unemployed
  Sarasota, FL
• 05/2017 → 06/2017
  Unemployed
  Orlando, FL
• 03/2023 → 06/2025
  Edward Jones
  St. Louis, MO
• 06/2025 → 12/2025
  Rubicon Advisors
  Redding, CA
• 07/2025 → Present
  Lpl Financial Llc
  Redding, CA

Previous Registrations

• 2025-06-08 → 2025-11-13
  Rubicon Advisors
  Redding, CA
• 2023-05-24 → 2025-06-09
  Edward Jones
  Redding, CA
  Redding, CA
  St. Louis, MO

Other Businesses

1- 07/16/2025 - RUBICON ADVISORS - Registered Investment Advisor Hybrid - Investment Rltd - At reported business location(s) - Start date: 06/08/2025 - 160 hr/mnth 40 hr during trading - I provide investment advisory services through Rubison Advisors, an independent investment advisor firm. I started this business activity in 06/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2- 02/27/2026 - Veritas Financial Solutions - Encore Estate Planning - Investment Related - Other - Estate Plannning and Scrivener - At reported business location(s) - Start Date:07/17/2025 - 5 Hrs/Mth - 5 Hrs During Trading. 3- 03/27/2026 - Veritas Financial Solutions - Non-Variable Insurance - investment rltd - At reported Business location(s). - start 07/03/2025 - 8 hr/mnth 0 hr during trading 4- 03/27/2026 - Veritas Financial Solutions - DBA for LPL Business (entity for LPL business) - Investment Rltd - At reported business location(s) - Start date: 07/03/2025 - 160 hr/mnth 40 hr during trading 5- 03/27/2026 - Marrero Accounting Solutions DBA Veritas Financial Solutions - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 09/15/2025 - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2023-05-19
• S63 Uniform Securities Agent State Law Examination
  2022-02-09

Other Names

• Jc Marrero
• Julio Marrero