MF
Michael Fujii
CETERA INVESTMENT ADVISERS LLC
CAMPBELL, CA 95008
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CRD#: 8020861
MF
Professional summary
Michael Fujii, who also goes by Michaela Fujii, Michael Akira Fujii, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Campbell, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Michael has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michaela Fujii | Michael Akira Fujii
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) JY WEALTHCARE LLC POSITION: Referring Financial Advisor NATURE: This is the entity thorough which I provide Avantax Wealth Management services. I provide tax and accounting services and advice, as well as investment guidance and products to my clients. We provide tax planning, financial planning, retirement planning, investment planning, estate planning, risk management, education planning, and small business planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 12/01/2024 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I provide tax and accounting services and advice as well as investment guidance and products to my clients. Also provide insight to clients on how their tax situation can influence all of their financial decisions including investments. 2) JOHANSON & YAU ACCOUNTANCY CORPORATION POSITION: Partner NATURE: Johanson & Yau Accountancy Corporation (JY) is a public accounting firm in the business of income tax preparation and planning services for individuals and businesses, audit and attest work for financial statement reporting and outside bookkeeping and management services for our clients. I work in the tax department where I maintain the relationships for a portion of our tax clients and manage the day-to-day work for those clients. As a partner, I am also a partial owner in the firm and own a minority interest in the firm. INVESTMENT RELATED: No NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 113 START DATE: 11/07/2016 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: My responsibilities are to lead the tax department in managing the firms clients, maintaining relationships with the clients I am responsible for, mentoring our managers and staff and developing new business for our firm and evaluating possible strategic initiatives for our firm's growth and prosperity. 3) 42 W CAMPBELL JY, LLC POSITION: MEMBER NATURE: This LLC owns the building that our Johanson and Yau, JY Wealthcare and other business enterprises operate in. We receive rental income from all of the building tenants. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2020 ADDRESS: 42 West Campbell Ave, Third Floor, Campbell CA 95008, United States DESCRIPTION: I invested in the LLC to purchase it, but we hire a management company to run the day to day operations of the building.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Fujii'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
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 42 W. Campbell Avenue 3rd Floor, Campbell, CA 95008RIA
CRD#: 105644
CAMPBELL, CA
Past
January 2, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Campbell, CA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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(9/5/2025)
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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