Julie Young-Sedillo 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. Julie Young-Sedillo holds a Bachelor's degree in Finance from the University of Southern California.
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.
Julie Young-Sedillo is a Wealth Advisor at Crux Wealth Advisors. She started her career as a financial planner in 1996 at Crown Capital Securities and was later promoted to Branch Manager, a position she held for 16 years.
Julie Young-Sedillo’s longest registration was 6 years at Raymond James Financial Services Advisors, Inc (2017–2024). Before joining Crux Wealth Advisors in 2024, Julie Young-Sedillo was registered through Raymond James Financial Services Advisors, Inc and Crown Capital Securities, L.P.
- Crux Wealth AdvisorsCurrent– present · 2 yearsRancho Palos Verdes, CA · Adviser representative · Firm CRD 330731
- Raymond James Financial Services Advisors, Inc– · 6 yearsLong Beach, CA · Adviser representative · Firm CRD 149018
- Crown Capital Securities, L.P.– · 2 yearsTorrance, CA · Adviser representative · Firm CRD 6312
Professional designations
Listed by Crux Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Julie Young-Sedillo is registered as an investment adviser representative in California, since August 2024.
- CaliforniaSince 6 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 December 2000 |
| Series 7 | General Securities Representative Examination | 22 December 1999 |
| Series 66 | Uniform Combined State Law Examination | 7 December 1999 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Julie Janette Young-Sedillo
- CRD
- 2905907
- Firm
- Crux Wealth Advisors · CRD 330731
- Office
- Rancho Palos Verdes, CA
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cruxwealth.com
Where does Julie Young-Sedillo work?
Julie Young-Sedillo 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 Julie Young-Sedillo a financial advisor?
Yes. Julie Young-Sedillo has a current investment-adviser registration in California, through Crux Wealth Advisors since August 2024.
How many years of experience does Julie Young-Sedillo have?
Julie Young-Sedillo has 26 years in the financial industry, since December 1999, across 3 adviser firms.
What exams has Julie Young-Sedillo passed?
Julie Young-Sedillo has passed 3 licensing exams: the Series 66, Series 7 and Series 24. The earliest, the Series 66, was passed in December 1999. FINRA credited Julie Young-Sedillo with the SIE, which began in October 2018.
Where did Julie Young-Sedillo work before Crux Wealth Advisors?
Before Crux Wealth Advisors, Julie Young-Sedillo was registered through Raymond James Financial Services Advisors, Inc, October 2017 to August 2024; Crown Capital Securities, L.P., March 2015 to October 2017.
Where is Julie Young-Sedillo based?
Julie Young-Sedillo’s registered office is in Rancho Palos Verdes, CA.
Is Julie Young-Sedillo registered with FINRA?
Yes. Julie Young-Sedillo has a current broker registration, under CRD 2905907.
Source: FINRA BrokerCheck
Is Julie Young-Sedillo a CFP?
Crux Wealth Advisors lists Julie Young-Sedillo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Julie Young-Sedillo’s record?
Search CRD 2905907 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Julie Young-Sedillo’s full registration record.