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Current Employers
Crux Wealth Advisors

111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-06
  • CA RA
    APPROVED
    Since 2024-08-06

Branch Locations

111 W. Ocean Blvd, 4Th Floor, Long Beach, CA 90802 • United States

Rancho Palos Verdes, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Capital Securities, L.P. Torrance CA 09/1999 10/2017
Raymond James Financial Services, Inc. Torrance CA 10/2017 08/2024
Raymond James Financial Services Advisors Inc. Torrance CA 10/2017 08/2024
Jj Young Financial, Inc. Long Beach CA 10/2017 Present
Crux Wealth Advisors Long Beach CA 10/2017 Present
Arete Wealth Management Chicago IL 08/2024 Present
  • 09/1999 → 10/2017
    Crown Capital Securities, L.P.
    Torrance, CA
  • 10/2017 → 08/2024
    Raymond James Financial Services, Inc.
    Torrance, CA
  • 10/2017 → 08/2024
    Torrance, CA
  • 10/2017 → Present
    Jj Young Financial, Inc.
    Long Beach, CA
  • 10/2017 → Present
    Long Beach, CA
  • 08/2024 → Present
    Arete Wealth Management
    Chicago, IL
Previous Registrations
  • 2017-10-11 → 2024-08-02
    Torrance, CA
    Long Beach, CA
    Torrance, CA
    Long Beach, CA
    Long Beach, CA
    Rancho Palos Verdes, CA
  • 2015-03-16 → 2017-10-16
    Crown Capital Securities, L.P.
    Simi Valley, CA
    Tarzana, CA
    Los Angeles, CA
    Norco, CA
    Torrance, CA
    Rancho Palos Verdes, CA
    Woodland Hills, CA
Other Businesses

(1)Name of Business: Crux Wealth Advisors Address: 3444 E Anaheim St, Long Beach, CA, 90804-4079, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: Yes Start Date: 10/04/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Servicing client accounts (2)Name of Business: JJ Young Financial, Inc. Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: Yes Start Date: 10/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Peninsula Drama Boosters Club Address: 4237 Miraleste Dr, Rancho Palos Verdes, CA, 90275, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 06/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer of my daughter's drama booster club. Handle deposits and write checks and reconcile accounts (4)Name of Business: Young & Associates Address: 3444 E Anaheim St, Long Beach, CA, 90804, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/06/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Annuity, Life and LTC Insurance

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-07
  • S66 Uniform Combined State Law Examination
    1999-12-07
Designations
Other Names
  • Julie Janette Young
  • Julie Janette Young

View on SEC IAPD

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