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Deana J Dyjor

Investment adviser representative at Crux Wealth Advisors
18 yearsExperience
1 stateRegistered in
$547.7MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Arete Wealth ManagementAug 2024 to now
  2. Crux Wealth AdvisorsJan 2020 to now
  3. Raymond James Financial Services Advisors, Inc.Jan 2020 to Aug 2024
  4. Raymond James Financial Services, Inc.Jan 2020 to Aug 2024
  5. Waddell & Reed, IncJan 2008 to Jan 2020

Exams passed

  • Series 66 · Uniform Combined State Law2012
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Crux Wealth Advisors

$547.7MAssets managed
676Clients
9Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5229670
Firm CRD
330731
Advisor's SEC record (opens in a new tab)
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