Julie Janette Young-Sedillo

Employer firm

Crux Wealth Advisors CRD 330731

$548M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 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
  Raymond James Financial Services Advisors Inc.
  Torrance, CA
• 10/2017 → Present
  Jj Young Financial, Inc.
  Long Beach, CA
• 10/2017 → Present
  Crux Wealth Advisors
  Long Beach, CA
• 08/2024 → Present
  Arete Wealth Management
  Chicago, IL

Previous Registrations

• 2017-10-11 → 2024-08-02
  Raymond James Financial Services Advisors, Inc
  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

• S66 Uniform Combined State Law Examination
  1999-12-07

Designations

• Certified Financial Planner

Other Names

• Julie Janette Young
• Julie Janette Young