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YJ

Yinzhu Ju

DIRECTED SERVICES
Houston, TX 77007
Some features on this profile are disabled
CRD#: 7191374
YJ
Yinzhu JuDIRECTED SERVICES

Professional summary

Yinzhu Ju, who also goes by Tiffany Ju, Yinzhu Ju, Yinzhu Zheng, is a registered financial professional currently at DIRECTED SERVICES LLC located in Houston, Texas.

Yinzhu is registered as a RR (Registered Representative) and started their career in finance in 2020. Yinzhu has worked at 3 firms and has passed the Series 63, Series 7TO and SIE exams.

Aliases

Tiffany Ju | Yinzhu Ju | Yinzhu Zheng

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Yinzhu Ju'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®
None

Experience

Current

August 11, 2026 - Present

DIRECTED SERVICES LLC

Office #1: 5300 Memorial Drive Suite 1150, Houston, TX 77007
BD
CRD#: 21675
Houston, TX
Past

May 8, 2023 - January 21, 2026

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
HOUSTON, TX
Past

August 25, 2020 - December 31, 2021

FORTUNE SECURITIES, INC.

BD
CRD#: 40821
ALHAMBRA, CA

State Registrations and Notice Filings

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

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
Texas
(8/11/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/14/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/7/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DS
DIRECTED SERVICES LLC
DIRECTED SERVICES LLC | DIRECTED SERVICES, LLC | DIRECTED SERVICES, INC.

CRD#: 21675 / SEC#: 801-32675, 8-39104

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
Suite 200 100, Scottsdale, AZ 85258
Mailing Address
Suite 1350 699 Walnut Street, Des Moines, IA 50309
Phone number
(515) 410-3008
Established
Delaware since 12/12/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
VENERABLE HOLDINGS, INCSHAREHOLDER
BROWN, KENNETH LEEPRESIDENT, CHIEF EXECUTIVE OFFICER, BOARD MEMBER5621811
ELLIS, ANGELA LEACHIEF COMPLIANCE OFFICER5969191
GELFAND, RICHARD EDWARDCHIEF FINANCIAL OFFICER5255203
HARDING, KRISTI LYNNBOARD MEMBER4017100

Disclosures

Regulatory Event2

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

DIRECTED SERVICES LLC

CRD#: 21675Houston, TX 77007

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