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RIA / WealthAdvisorCertified Financial Planner23 years in industry

JEANNE YI LEE DUCE

Advisor at JD FINANCIAL FITNESS LLC

SAN JOSE, CA

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Search this name across graphsid dfx:ria:e5e42f2d-eba8-05fa-fcc9-fa3875c024da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 24, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JD FINANCIAL FITNESS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 22, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 22, 2002
First registration: Oct 24, 2002
Dual registered: no
Other names: LEE|SON|CRAWFORD|JEANNE YI LEE|JIN YOON YI CRAWFORD|JEANNE YI SON|JEANNE CRAWFORD
IAPD individual key: 4580520

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JD FINANCIAL FITNESS LLC	State registered	Jul 19, 2019	n/a	yes	SAN JOSE, CA	Current employment
1ST GLOBAL ADVISORS INC	Former SEC adviser	Jan 5, 2010	Jul 30, 2019	no	SANTA CLARA, CA	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Sep 4, 2007	Dec 31, 2009	no	ATLANTA, GA\|SAN JOSE, CA	Previous registration
FOOTHILL SECURITIES, INC.	Former SEC adviser	Jan 2, 2004	Sep 7, 2007	no	SAN JOSE, CA	Previous registration
WADDELL & REED	Former SEC adviser	Oct 24, 2002	Jan 7, 2004	no	SANTA CLARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
1ST GLOBAL ADVISORS INC	JD FINANCIAL FITNESS LLC	Jul 30, 2019	Jul 19, 2019	-11	Firm change	Ibd to state RIA
THE STRATEGIC FINANCIAL ALLIANCE	1ST GLOBAL ADVISORS INC	Dec 31, 2009	Jan 5, 2010	5	Firm change	Other
FOOTHILL SECURITIES, INC.	THE STRATEGIC FINANCIAL ALLIANCE	Sep 7, 2007	Sep 4, 2007	-3	Firm change	Other
WADDELL & REED	FOOTHILL SECURITIES, INC.	Jan 7, 2004	Jan 2, 2004	-5	Firm change	Other

Relationships

Registered with (5)

→ JD FINANCIAL FITNESS LLCRegistered adviserregistration: current employment
Jul 19, 2019 to presentfactForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 5, 2010 to Jul 30, 2019factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Sep 4, 2007 to Dec 31, 2009factForm ADV
→ FOOTHILL SECURITIES, INC.Registered adviserregistration: previous registration
Jan 2, 2004 to Sep 7, 2007factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Oct 24, 2002 to Jan 7, 2004factForm ADV

Dated events

No dated event names this entity yet.