RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Paul Jukich
- Title
- Wealth Managerreportedstrategyfinancialgroup.comfirm site, Sep 15, 2026
- Professional profile
- strategyfinancialgroup.com/staff-members/michael-jukichreportedstrategyfinancialgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Strategy Financial Group independent RIA currentsince Jun 5, 2025 · Phoenix, Az
- Cetera Investment Advisers LLC BD affiliatedMar 5, 2024 to Jun 5, 2025 · Scottsdale, Az
- Cetera Investment Advisers LLC to Strategy Financial Groupleft Jun 5, 2025, registered Jun 5, 2025 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Michael Paul Jukich left Cetera Investment Advisers Llc for Strategy Financial Group (registered 2025-06-05)Jun 5, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address