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Julia Patricia Foran

Investment Adviser Representative at Stenger Family Office, LLC

Naperville, ILCRD #6961314Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Julia Patricia Foran is an investment adviser representative with Stenger Family Office, LLC in Naperville, IL, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with Morgan Stanley. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Illinois.

Office

Naperville Financial Center, 400 East Diehl Road, Suite 550
Naperville, IL 60563

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Illinois

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/18/2020
Series 7
General Securities Representative Examination
Passed 10/19/2020
SIE
Securities Industry Essentials Examination
Passed 8/6/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Stenger Family Office, LLCCurrent
6/23/2023 – Naperville, IL
Morgan Stanley
11/19/2020 – 4/7/2023Oak Brook, IL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Morgan Stanley
    Jul 2020 – Mar 2023Oak Brook, IL
  2. Hillsdale College
    Aug 2017 – May 2020Hillsdale, MI
  3. SkyBridge Resource Center
    Jun 2017 – Jan 2018Naperville, IL
  4. Calamos Investments
    Jun 2018 – Aug 2018Naperville, IL
  5. United States Senate
    Aug 2019 – Dec 2019Washington, DC, DC
  6. Hillsdale College
    Aug 2016 – May 2020Hillsdale, MI
  7. Stenger Family Office
    Mar 2023 – no end date reportedNaperville, IL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Stenger Family Office, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit Sharing

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
2
Main office:
Naperville, IL
SEC file number:
801-127416

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 21, 2026

View full firm profile

Other advisors at Stenger Family Office, LLC

6 other advisors in the directory

View Stenger Family Office, LLC firm profile

Similar advisors in Naperville, IL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julia Patricia Foran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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