MJ
Michael P. Jukich
STRATEGY FINANCIAL GROUP
Phoenix, AZ 85054
Some features on this profile are disabled
CRD#: 7715966
MJ
Professional summary
Michael Paul Jukich II, who also goes by Michael Paul Jukich, is a registered financial advisor currently at STRATEGY FINANCIAL GROUP located in Phoenix, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Paul Jukich
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: FFEC WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2023 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Michael Paul Jukich II'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
June 5, 2025 - Present
STRATEGY FINANCIAL GROUP
Office #1: 7010 E Chauncey Lane #130, Phoenix, AZ 85054RIA
CRD#: 164531
Phoenix, AZ
Past
March 5, 2024 - June 5, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
CHANDLER, AZ
Past
October 30, 2023 - June 5, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
BILLINGS, MT
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".
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)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
Arizona(6/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/30/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7010 E Chauncey Lane #130, Phoenix, AZ 85054
Mailing Address
Phone number
(602) 343-9301
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,692 |
| AUM (Assets Under Management) | $ 279,866,584 |
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.
