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Nancy Johnson Jones

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC·WINNETKA, Illinois
Unclaimed Profile
560 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2026139Firm CRD# 299595
01

About

Nancy Johnson Jones is a registered financial advisor based in WINNETKA, Illinois, affiliated with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
AUM
$557M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2026139
Firm CRD# 299595
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nancy Johnson Jones offer?
Nancy Johnson Jones specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WINNETKA, Illinois for a consultation.
What are Nancy Johnson Jones's credentials?
Nancy Johnson Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Johnson Jones located?
Nancy Johnson Jones is based in WINNETKA, Illinois, working with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the WINNETKA metropolitan area and surrounding communities.
How does Nancy Johnson Jones charge for services?
Nancy Johnson Jones's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC?
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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