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JY

Julia C. Youngblood

VANGUARD CAPITAL
Irvine, CA 92614
Some features on this profile are disabled
CRD#: 1943480
JY

Professional summary

Julia Clare Youngblood, who also goes by Julia C Youngblood, is a registered financial advisor currently at VANGUARD CAPITAL located in Irvine, California.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Julia has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Julia C Youngblood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
JC YOUNGBLOOD INC - DBA FOR VANGUARD CAPITAL USED FOR THE PURPOSES OF PAYING BILLS AND EXPENSES - 10% OF HER TIME DEVOTED TO THIS ACTIVITY - NOT INVESTMENT RELATED// Start Date: 1996, Texas Capital & US Dynasty; Texas Capital only serves as the GP for John Blake's family limited partnership US Dynasty; It is investment related, but it only uses the personal assets of John Blake; Julia serves as the Chief Administrative officer for Texas Capital. Her responsibilities include bookkeeping, banking and signatory to contracts; 8-10 hours per month are devoted to this business; it is located in Nevada //

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Clare Youngblood's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 16, 2016 - Present

VANGUARD CAPITAL

Office #1: 2030 Main Street 13th Floor, Irvine, CA 92614
RIA
CRD#: 285052
Irvine, CA
Past

January 19, 1999 - December 31, 2016

VANGUARD CAPITAL

BD
CRD#: 22081
IRVINE, CA
Past

September 20, 1993 - February 1, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VANGUARD CAPITAL
VANGUARD CAPITAL | VANGUARD CAPITAL WEALTH ADVISORS, LLC

CRD#: 285052 / SEC#: 801-108419

RIA
Registered Investment Advisory firm - (10/27/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(11/16/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/6/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/17/1993
General Securities Representative Examination

Current Firm

VC
VANGUARD CAPITAL
VANGUARD CAPITAL | VANGUARD CAPITAL WEALTH ADVISORS, LLC

CRD#: 285052 / SEC#: 801-108419

RIA
Registered Investment Advisory firm - (10/27/2016 Approved)
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Contact information

Main Address
999 18 St Suite 3000, Denver, CO 80202
Mailing Address
Phone number
(844) 861-7504
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts403
AUM (Assets Under Management)$ 171,298,998

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VANGUARD CAPITAL

CRD#: 285052Irvine, CA 92614

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