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Nathan Elwin Jones

WJ INVESTMENTS, LLC·RENO, Nevada
Clean recordWJ 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nathan Elwin Jones 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
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1255157
Firm CRD# 157472
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05

Frequently Asked Questions

What services does Nathan Elwin Jones offer?
Nathan Elwin Jones specializes in Retirement Planning. Contact their office in RENO, Nevada for a consultation.
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, working with WJ INVESTMENTS, LLC. Their office serves clients in the RENO metropolitan area and surrounding communities.
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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