Julia Perez has been an investment adviser representative at Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners. Julia Perez holds a Bachelor's degree in Voice Performance from Wheaton College.
Crux Wealth Advisors is a Long Beach, CA firm with $548M under management, 676 clients and 11 advisers across 5 offices, as of its August 2026 filing.
Julia Perez is a Wealth Advisor at Crux Wealth Advisors and part of its first Chicago office. She has been a Financial Planning Consultant since 2017. She began her career in 2007 and moved in 2010 to Larson Financial Group, where she held multiple roles for seven years supporting several advisors' practices.
Julia Perez’s longest registration was 3 years at Raymond James Financial Services Advisors, Inc (2021–2024). Before joining Crux Wealth Advisors in 2024, Julia Perez was registered through Raymond James Financial Services Advisors, Inc and Kestra Advisory Services, LLC.
- Crux Wealth AdvisorsCurrent– present · 2 yearsWestchester, IL · Adviser representative · Firm CRD 330731
- Raymond James Financial Services Advisors, Inc– · 3 yearsVilla Park, IL · Adviser representative · Firm CRD 149018
- Kestra Advisory Services, LLC– · 1 yearVilla Parl, IL · Adviser representative · Firm CRD 283330
Investment adviser representative registrations
Julia Perez is registered as an investment adviser representative in 2 states. Each was approved in August 2024.
- CaliforniaSince 6 August 2024
- IllinoisSince 3 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 20 November 2021 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 May 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 2 May 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 March 2009 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Julia Eve Perez
- CRD
- 5629426
- Firm
- Crux Wealth Advisors · CRD 330731
- Office
- 1 Westbrook Corporate Center, Ste 300, Westchester, IL 60154
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cruxwealth.com
Where does Julia Perez work?
Julia Perez is an investment adviser representative registered through Crux Wealth Advisors since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Julia Perez a financial advisor?
Yes. Julia Perez has a current investment-adviser registration in California and Illinois, through Crux Wealth Advisors since August 2024.
How many years of experience does Julia Perez have?
Julia Perez has 17 years in the financial industry, since September 2009, across 3 adviser firms.
What exams has Julia Perez passed?
Julia Perez has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7TO. The earliest, the Series 6, was passed in March 2009. FINRA credited Julia Perez with the SIE, which began in October 2018.
Where did Julia Perez work before Crux Wealth Advisors?
Before Crux Wealth Advisors, Julia Perez was registered through Raymond James Financial Services Advisors, Inc, February 2021 to August 2024; Kestra Advisory Services, LLC, May 2019 to February 2021.
Where is Julia Perez based?
Julia Perez’s registered office is in Westchester, IL.
Is Julia Perez registered with FINRA?
Yes. Julia Perez has a current broker registration, under CRD 5629426.
Source: FINRA BrokerCheck
How can I verify Julia Perez’s record?
Search CRD 5629426 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Julia Perez’s full registration record.