Michael Fujii

Current Employers

Employment History

• 12/2024 → 09/2025
  Avantax Advisory Services
  Campbell, CA
• 11/2016 → Present
  Johanson & Yau Accountancy Corporation
  Campbell, CA
• 12/2024 → Present
  Jy Wealthcare Llc
  Campbell, CA
• 12/2020 → Present
  42 W Campbell Jy, Llc
  Campbell, CA
• 06/2016 → 10/2016
  Marcum Llp
  San Jose, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-01-02 → 2025-09-05
  Avantax Advisory Services
  Campbell, CA
  Dallas, TX

Other Businesses

1) JY WEALTHCARE LLC POSITION: Referring Financial Advisor NATURE: This is the entity thorough which I provide Avantax Wealth Management services. I provide tax and accounting services and advice, as well as investment guidance and products to my clients. We provide tax planning, financial planning, retirement planning, investment planning, estate planning, risk management, education planning, and small business planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2024 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I provide tax and accounting services and advice as well as investment guidance and products to my clients. Also provide insight to clients on how their tax situation can influence all of their financial decisions including investments. 2) JOHANSON & YAU ACCOUNTANCY CORPORATION POSITION: Partner NATURE: Johanson & Yau Accountancy Corporation (JY) is a public accounting firm in the business of income tax preparation and planning services for individuals and businesses, audit and attest work for financial statement reporting and outside bookkeeping and management services for our clients. I work in the tax department where I maintain the relationships for a portion of our tax clients and manage the day-to-day work for those clients. As a partner, I am also a partial owner in the firm and own a minority interest in the firm. INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 113 START DATE: 11/07/2016 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: My responsibilities are to lead the tax department in managing the firms clients, maintaining relationships with the clients I am responsible for, mentoring our managers and staff and developing new business for our firm and evaluating possible strategic initiatives for our firm's growth and prosperity. 3) 42 W CAMPBELL JY, LLC POSITION: MEMBER NATURE: This LLC owns the building that our Johanson and Yau, JY Wealthcare and other business enterprises operate in. We receive rental income from all of the building tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I invested in the LLC to purchase it, but we hire a management company to run the day to day operations of the building.

Designations

Other Names

• Michael Akira Fujii
• Michaela Fujii