Juandaniel D. Ceja-ceja

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CRD#: 7192196

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Juandaniel Daniel Ceja-ceja, who also goes by Juan Daniel Ceja, Juandaniel Daniel Ceja, Juan Daniel Ceja-ceja, Juan D Ceja, was a registered financial professional .

Juandaniel is a previously registered financial professional and started their career in finance in 2020. Juandaniel had worked at 8 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Juan Daniel Ceja | Juandaniel Daniel Ceja | Juan Daniel Ceja-Ceja | Juan D Ceja

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 OTHER BUSINESS: TRUE WEALTH ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: REGISTERED ADMINISTRATIVE PROFESSIONAL;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

July 22, 2025 - August 8, 2025

BRIGHT LAKE WEALTH MANAGEMENT, LLC

RIA

CRD#: 323513

REDDING, CA

Past

October 16, 2024 - July 9, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WALNUT CREEK, CA

Past

October 14, 2024 - July 9, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

Walnut Creek, CA

Past

October 18, 2023 - July 11, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATWATER, CA

Past

October 18, 2023 - July 11, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATWATER, CA

Past

June 5, 2023 - September 12, 2023

BULMAN WEALTH GROUP

RIA

CRD#: 313552

ROSEVILLE, CA

Past

January 27, 2022 - March 3, 2023

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

FRESNO, CA

Past

November 9, 2021 - December 21, 2021

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

SAN FRANCISCO, CA

Past

June 7, 2021 - July 22, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Roseville, CA

Past

November 2, 2020 - February 17, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Roseville, CA

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/31/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/6/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 11/2/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/23/2020

Securities Industry Essentials Examination

Current Firm

BRIGHT LAKE WEALTH MANAGEMENT, LLC

BRIGHT LAKE WEALTH MANAGEMENT, LLC | PINE BROOK WEALTH MANAGEMENT LLC

CRD#: 323513 / SEC#:

California

Registered Investment Advisory firm - (1/4/2023 Approved)

Oregon

Registered Investment Advisory firm - (2/11/2023 Approved)

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Contact information

Main Address

1445 Victor Ave, Suite D, Redding, CA 96003

Mailing Address

Phone number

(530) 395-0202

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	631
AUM (Assets Under Management)	$ 76,440,452

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.

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Juandaniel D. Ceja-ceja

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

BULMAN WEALTH GROUP

EDELMAN FINANCIAL ENGINES

SANFORD C. BERNSTEIN & CO., LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2021

Series 63

Date: 8/6/2021

Series 6TO

Date: 11/2/2020

SIE

Date: 10/23/2020

Current Firm

BRIGHT LAKE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHT LAKE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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