Unclaimed Profile

Nathan Elwin Jones

WJ INVESTMENTS, LLC·RENO, Nevada

Series 63, Series 6514 years registeredWJ INVESTMENTS, LLC

527 LANDER STREET, RENO, NV 89509CRD# 1255157Firm CRD# 157472

Profile Verification

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

Identity

Nathan Elwin Jones · RENO, NV

Registration

CRD #1255157 · WJ INVESTMENTS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WJ INVESTMENTS, LLC

TAYLOR CREEK CAPITAL

Jun 2018 – Dec 2019

RENO, NV

USDR INVESTMENT MANAGEMENT

Mar 2012 – Oct 2025

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · March 26, 2012

Years registered · 14

Disclosure History

2021Financial·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WJ INVESTMENTS, LLC

CRD 157472 · SEC 801-79402

AUM

$31M

Regulatory assets under management

Employees

8 client accounts

Services offered by WJ INVESTMENTS, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WJ INVESTMENTS, LLC →

Introduction

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Frequently Asked Questions

What services does Nathan Elwin Jones offer?

Nathan Elwin Jones specializes in Retirement Planning.

What are Nathan Elwin Jones's credentials?

Nathan Elwin Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nathan Elwin Jones located?

Nathan Elwin Jones is based in RENO, Nevada, last registered with WJ INVESTMENTS, LLC.

How does Nathan Elwin Jones charge for services?

Nathan Elwin Jones'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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