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Julie Janette Young-sedillo

Crux Wealth Advisors

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About Julie Janette Young-sedillo

Julie Young-sedillo is a financial advisor with over 24 years of experience in the industry. Julie is currently registered with Crux Wealth Advisors and has held prior roles at Raymond James Financial Services, Inc. and Crown Capital Securities, L.P. Julie is a Certified Financial Planner and holds multiple industry certifications including Series 66, Series 24, SIE and Series 7. Julie specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Julie Young-sedillo is currently registered with Crux Wealth Advisors. Crux Wealth Advisors is an investment advisory firm based in Long Beach, California. They have 10 licensed agents, 13 investment adviser representatives, and 11 registered representatives, and manage approximately $250.8 million in assets. Crux Wealth Advisors offers financial planning, pension consulting, and portfolio management for individuals. They also assist clients in selecting other advisors. Their client base consists of 60 high net worth individuals and 220 individuals other than high net worth, for a total of 280 clients.
Crux Wealth Advisors

3444 E. ANAHEIM STREET

LONG BEACH, CA 90804

$250.85M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Young-sedillo’s Registration & Firm History

CA

08/06/2024 - Present

Crux Wealth Advisors (LONG BEACH CA)

CA

10/05/2017 - 08/02/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Long Beach CA)

CA

12/23/1999 - 10/16/2017

CROWN CAPITAL SECURITIES, L.P. (TORRANCE CA)

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Licenses & Designations

BOTH

Issued 12/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Julie Janette Young-sedillo.
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