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Julianna Noelle Yebosko Duckett

Duckett Wealth Management

Irvine, CA

CRD 8069452

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Employer firm

Duckett Wealth Management CRD 321880

$53.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Duckett Wealth Management

17875 Von Karman Avenue Suite 150, Irvine, CA 92614 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-16
  • CA RA
    APPROVED
    Since 2025-07-16

Branch Locations

17875 Von Karman Avenue Suite 150, Irvine, CA 92614 • 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
Duckett Wealth Management Ontario CA 12/2024 Present
Tillys Rancho Cucamonga CA 05/2021 07/2021
Education Rancho Cucamonga CA 01/2011 03/2025
  • 12/2024 → Present
    Duckett Wealth Management
    Ontario, CA
  • 05/2021 → 07/2021
    Tillys
    Rancho Cucamonga, CA
  • 01/2011 → 03/2025
    Education
    Rancho Cucamonga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-15
  • S65 Uniform Investment Adviser Law Examination
    2025-07-15

View on SEC IAPD

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