JL
JL

Julie Lynn Lesicki

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
742 clients
Average Client Portfolio
$190K average
Assets Under Management
$140.7M

Fee Structure

Minimum Investment:None
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Location

11726 Seven Gables Rd, Symmes Township, Cincinnati, OH, 45249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Julie works with Safe Harbor Financial as an independent marketing organization, focusing on business development. She dedicates nearly full-time hours to project implementation, maintaining relationships with wholesalers, and implementing marketing campaigns.

Employment History
Current Registrations
Luminist Capital, LLC
November 2025 - Present · 3 mos
Previous Registrations
Horter Investment Management, LLC
June 2015 - September 2025 · 10 yrs 3 mos
Foresters Equity Services, INC.
October 2011 - June 2015 · 3 yrs 8 mos
Directed Services LLC
September 2009 - November 2009 · 2 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.