Jeanne Yi Lee Duce

Employer firm

Jd Financial Fitness LLC CRD 304711

$86.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2010 → 07/2019
  1St Global Capital Corp.
  Santa Clara, CA
• 01/2010 → 07/2019
  1St Global Advisors, Inc.
  Santa Clara, CA
• 01/2004 → 07/2019
  Jd Financial Fitness
  Santa Clara, CA
• 05/2019 → Present
  Jd Financial Fitness Llc
  San Jose, CA

Previous Registrations

• 2010-01-05 → 2019-07-30
  1St Global Advisors Inc
  Santa Clara, CA
• 2007-09-04 → 2009-12-31
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
  San Jose, CA
• 2004-01-02 → 2007-09-07
  Foothill Securities, Inc.
  San Jose, CA
• 2002-10-24 → 2004-01-07
  Waddell & Reed
  Santa Clara, CA

Other Businesses

LICENSED INDEPENDENT INSURANCE AGENT FOR LIFE, ACCIDENT AND HEALTH INSURANCE. MS. DUCE MAY RECOMMEND OR PROVIDE THESE TYPES OF INSURANCE PRODUCTS TO CLIENTS OF JD FINANCIAL FITNESS LLC DURING COURSE OF PROVIDING ADVISORY SERVICES TO THE CLIENTS.

Exams

• S66 Uniform Combined State Law Examination
  2002-10-22

Designations

• Certified Financial Planner

Other Names

• Lee
• Son
• Crawford
• Jeanne Yi Lee
• Jin Yoon Yi Crawford
• Jeanne Yi Son
• Jeanne Crawford