Michael Paul Jukich
Investment adviser representative at Strategy Financial Group
19 yearsExperience
1 stateRegistered in
$366.7MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Strategy Financial GroupMay 2025 to now
- Cetera Investement Advisers LLCMar 2024 to May 2025
- Cetera Advisor Networks LLCMar 2023 to May 2025
- Ffec Wealth PartnersMar 2023 to May 2025
- Southern New Hampshire UniversityJan 2021 to Feb 2023
- Hal Smith Restaurants / Charleston's RestaurantJul 2007 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategy Financial Group
Legal name: Strategy Financial Services, LLC
$366.7MAssets managed
1,051Clients
10Advisers
5 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
- 7715966
- Firm CRD
- 164531