JP
Julia E. Perez
CRUX WEALTH ADVISORS | Financial Advisor
Westchester, IL 60154
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CRD#: 5629426
JP
Professional summary
Julia Eve Perez, who also goes by Julia Eve Lundberg, Julia Eve Perez, Julia Eve VIckery, is a registered financial advisor currently at CRUX WEALTH ADVISORS located in Westchester, Illinois and ARETE WEALTH MANAGEMENT, LLC located in Westchester, Illinois.
Julia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Julia has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Julia Eve Lundberg | Julia Eve Perez | Julia Eve Vickery
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.
(1)Name of Business: Address: 322 Judson St, Bensenville, IL, 60106, United States Activity Type: Other Position/Title: Musician Investment Related: No Start Date: 01/01/2003 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Occasional work as paid musician for private events such as weddings, etc. (2)Name of Business: Crux Insurance Agency Address: 333 S Ardmore Ave, Villa Park, IL, 60181-2943, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Working with clients to implement any term, disability, long term care, or indexed insurance, along with fixed annuities and SPIAs when applicable.
CRS (Client Relationship Summary) - RIA
Click below to view Julia Eve Perez's 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®
NoneExperience
Current
August 3, 2024 - Present
CRUX WEALTH ADVISORS
Office #1: 1 Westbrook Corporate Center Suite 300, Westchester, IL 60154RIA
CRD#: 330731
Westchester, IL
Current
August 2, 2024 - Present
ARETE WEALTH MANAGEMENT, LLC
Office #1: 1 Westbrook Corporate Center Suite 300, Westchester, IL 60154Office #2: 111 W. Ocean Blvd 4th Floor, Long Beach, CA 90802BD
CRD#: 44856
Westchester, IL
Past
February 8, 2021 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Villa Park, IL
Past
February 8, 2021 - August 2, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
Villa Park, IL
Past
May 28, 2019 - February 8, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
VILLA PARL, IL
Past
June 6, 2017 - February 8, 2021
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
VILLA PARK, IL
Past
August 2, 2010 - June 7, 2017
LARSON FINANCIAL SECURITIES, LLC
BD
CRD#: 152517
Clarendon Hills, IL
Past
March 31, 2009 - February 10, 2010
PFS INVESTMENTS INC.
BD
CRD#: 10111
WEST CHICAGO, IL
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".
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
Registered Investment Advisory firm - (6/4/2024 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/2/2024)
RR
Arkansas(8/2/2024)
RR
California(8/2/2024)
IAR
California(8/6/2024)
RR
Colorado(8/2/2024)
RR
Florida(8/2/2024)
RR
Georgia(8/2/2024)
RR
Illinois(8/2/2024)
IAR
Illinois(8/3/2024)
RR
Indiana(8/2/2024)
RR
Michigan(8/2/2024)
RR
New York(8/2/2024)
RR
North Carolina(8/6/2024)
RR
Oklahoma(8/2/2024)
RR
Pennsylvania(8/2/2024)
RR
South Carolina(8/2/2024)
RR
Utah(2/25/2025)
RR
Wisconsin(8/2/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/20/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CRUX WEALTH ADVISORS
CRUX WEALTH ADVISORS | TRITON WEALTH ADVISORS, LLC. | TRITON WEALTH ADVISORS
CRD#: 330731 / SEC#: 801-130283
RIA
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Contact information
Main Address
111 W. Ocean Blvd 4th Floor, Long Beach, CA, 90802
Mailing Address
Phone number
(562) 735-3875
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,466 |
| AUM (Assets Under Management) | $ 410,242,734 |
Red Flags
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Company Information
CRUX WEALTH ADVISORS
Financial AdvisorCRD#: 330731Westchester, IL 60154TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
