Unclaimed Profile

Julie Jane Gebert

FIRST FINANCIAL EQUITY CORPORATION·SCOTTSDALE, Arizona

SIE, Series 3, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66, Series 99TOClean record19 years registeredFIRST FINANCIAL EQUITY CORPORATION

7373 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253CRD# 2195764Firm CRD# 16507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Jane Gebert · SCOTTSDALE, AZ

Registration

CRD #2195764 · FIRST FINANCIAL EQUITY CORPORATION · 19 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2022 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2022 – Jun 2022

FAIRFIELD, IA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2019 – Jul 2021

Tempe, AZ

FIRST FINANCIAL EQUITY CORPORATION

Aug 2017 – Aug 2019

SCOTTSDALE, AZ

MSH CAPITAL ADVISORS LLC

Apr 2016 – Sep 2017

SCOTTSDALE, AZ

CHARLES SCHWAB & CO., INC.

Apr 2015 – Nov 2015

PHOENIX, AZ

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2009 – Mar 2015

FAIRFIELD, IA

SAGEPOINT FINANCIAL, INC.

Apr 2008 – May 2009

PHOENIX, AZ

AIG FINANCIAL ADVISORS, INC.

Mar 2008 – Mar 2008

PHOENIX, AZ

SVA WEALTH MANAGEMENT, INC.

Aug 2007 – Mar 2008

MADISON, WI

COORDINATED CAPITAL SECURITIES, INC.

May 2007 – Jun 2007

FORT ATKINSON, WI

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Apr 2007 – May 2007

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Series 99TO

Registration record

First registered · April 13, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST FINANCIAL EQUITY CORPORATION

CRD 16507 · SEC 801-63970

AUM

$2.4B

Regulatory assets under management

Employees

174

5,755 client accounts

Services offered by FIRST FINANCIAL EQUITY CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIRST FINANCIAL EQUITY CORPORATION →

Introduction

Speak with Julie Jane

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Julie Jane is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Julie Jane Gebert offer?

Julie Jane Gebert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Julie Jane Gebert's credentials?

Julie Jane Gebert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Jane Gebert located?

Julie Jane Gebert is based in SCOTTSDALE, Arizona, working with FIRST FINANCIAL EQUITY CORPORATION. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Julie Jane Gebert charge for services?

Julie Jane Gebert's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST FINANCIAL EQUITY CORPORATION?

FIRST FINANCIAL EQUITY CORPORATION has approximately 174 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →