Unclaimed Profile

Layton Leon John

LJI WEALTH MANAGEMENT, LLC·INDIANAPOLIS, Indiana

Series 7, Series 8, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredLJI WEALTH MANAGEMENT, LLC

6569 CARROLLTON AVENUE, INDIANAPOLIS, IN 46220CRD# 2510251Firm CRD# 145399

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Layton Leon John · INDIANAPOLIS, IN

Registration

CRD #2510251 · LJI WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LJI WEALTH MANAGEMENT, LLC

Nov 2008 – present

OBS FINANCIAL SERVICES, INC.

Jul 2007 – Jan 2009

INDIANAPOLIS, IN

BANC ONE SECURITIES CORPORATION

Nov 2001 – Dec 2004

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · November 8, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LJI WEALTH MANAGEMENT, LLC

CRD 145399 · SEC 801-77820

AUM

$853M

Regulatory assets under management

Employees

3,356 client accounts

Services offered by LJI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LJI WEALTH MANAGEMENT, LLC →

Introduction

Speak with Layton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Layton is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDIANAPOLIS?

Browse all registered financial advisors in INDIANAPOLIS, Indiana or claim this profile if it's yours.

Browse INDIANAPOLIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Layton Leon John offer?

Layton Leon John specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.

What are Layton Leon John's credentials?

Layton Leon John is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Layton Leon John located?

Layton Leon John is based in INDIANAPOLIS, Indiana, working with LJI WEALTH MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.

How does Layton Leon John charge for services?

Layton Leon John'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 LJI WEALTH MANAGEMENT, LLC?

LJI WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $853M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →