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James Philip Walters

WJ INVESTMENTS, LLC·RENO, Nevada
Clean recordWJ INVESTMENTS, LLC
527 LANDER STREET, RENO, NV 89509CRD# 6624951Firm CRD# 157472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Philip Walters · RENO, NV
Registration
CRD #6624951 · WJ INVESTMENTS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Philip Walters is a registered financial advisor based in RENO, Nevada, affiliated with WJ INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
WJ INVESTMENTS, LLC
USDR INVESTMENT MANAGEMENT
AUM
$31M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WJ INVESTMENTS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6624951
Firm CRD# 157472
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Philip Walters offer?
James Philip Walters specializes in Retirement Planning. Contact their office in RENO, Nevada for a consultation.
What are James Philip Walters's credentials?
James Philip Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Philip Walters located?
James Philip Walters is based in RENO, Nevada, working with WJ INVESTMENTS, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does James Philip Walters charge for services?
James Philip Walters's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WJ INVESTMENTS, LLC?
WJ INVESTMENTS, LLC has approximately 3 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WJ INVESTMENTS, LLC

Wendy Jane Varnum Mueller
RENO, NV
Matthew A Walters
RENO, NV
Alexandria G Walters
RENO, NV
Nathan Elwin Jones
RENO, NV

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Research
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