Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in Lake Mary
5yrs
Yulia Dance
Financial advisor at Jackson Wealth Management
Yulia Dance has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Lake Mary, Florida. Yulia has been with Jackson Wealth Management since 2022; before that, Yulia spent less than a year at Benchmark Financial Wealth Advisors. Yulia’s designations include CFA and CFP®.
One of 152 advisors with offices in Lake Mary, and one of 142 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?More experience than 50% of advisors at Jackson Wealth Management
Office755 Primera Blvd Suite 1001, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$1.19 million
Advisors at the firm8
States licensed ?1 state
Services through Jackson Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- May 2026 – nowCwm, LLCCurrent
- 2022 – nowJackson Wealth Management, LLCCurrent firm
- Sep 2021 – Jan 2022Benchmark Financial Wealth Advisors LLCPreviously
Questions to ask Yulia
Tailored to Yulia’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Yulia
How do I contact Yulia?
Call Jackson Wealth Management at 407-585-0235 and ask for Yulia Dance. Yulia works from the Lake Mary, FL office.
How long has Yulia been a financial advisor?
Yulia has been in the industry since 2021, about 5 years. More experience than 50% of advisors at Jackson Wealth Management.
What licenses does Yulia hold?
Series 65. Tap any license on this page to see what it allows.
Is Yulia a fiduciary?
Yulia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yulia paid?
Jackson Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Yulia for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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