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Wallace Clifford Jones

WJ FINANCIAL ADVISORS, LLC·KILLINGWORTH, Connecticut
Clean recordWJ FINANCIAL ADVISORS, LLC
255 ROUTE 80, KILLINGWORTH, CT 06419CRD# 4577739Firm CRD# 142761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Wallace Clifford Jones · KILLINGWORTH, CT
Registration
CRD #4577739 · WJ FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Wallace Clifford Jones is a registered financial advisor based in KILLINGWORTH, Connecticut, affiliated with WJ FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WJ FINANCIAL ADVISORS, LLC
WJ FINANCIAL ADVISORS, LLC
AUM
$145M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WJ FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4577739
Firm CRD# 142761
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wallace Clifford Jones offer?
Wallace Clifford Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KILLINGWORTH, Connecticut for a consultation.
What are Wallace Clifford Jones's credentials?
Wallace Clifford Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wallace Clifford Jones located?
Wallace Clifford Jones is based in KILLINGWORTH, Connecticut, working with WJ FINANCIAL ADVISORS, LLC. Their office serves clients in the KILLINGWORTH metropolitan area and surrounding communities.
How does Wallace Clifford Jones charge for services?
Wallace Clifford Jones's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WJ FINANCIAL ADVISORS, LLC?
WJ FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $145M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WJ FINANCIAL ADVISORS, LLC

Jennifer Lee Elles-Jones
KILLINGWORTH, CT
Joseph David Giaccone
KILLINGWORTH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
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City Guides
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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