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Brett Douglas Bender

AMJ FINANCIAL WEALTH MANAGEMENT LLC·LEESBURG, Virginia
Series 65Clean record9 years registeredAMJ FINANCIAL WEALTH MANAGEMENT LLC
44160 SCHOLAR PLAZA, LEESBURG, VA 20176CRD# 6044801Firm CRD# 162878

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brett Douglas Bender · LEESBURG, VA
Registration
CRD #6044801 · AMJ FINANCIAL WEALTH MANAGEMENT LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Oct 2016Sep 2018
LEESBURG, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 4, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD 162878 · SEC 801-113970
AUM
$335M
Regulatory assets under management
Employees
17
1,587 client accounts
Services offered by AMJ FINANCIAL WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Brett Douglas Bender offer?
Brett Douglas Bender specializes in Financial Planning, Investment Management. Contact their office in LEESBURG, Virginia for a consultation.
What are Brett Douglas Bender's credentials?
Brett Douglas Bender is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Douglas Bender located?
Brett Douglas Bender is based in LEESBURG, Virginia, working with AMJ FINANCIAL WEALTH MANAGEMENT LLC. Their office serves clients in the LEESBURG metropolitan area and surrounding communities.
How does Brett Douglas Bender charge for services?
Brett Douglas Bender'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 AMJ FINANCIAL WEALTH MANAGEMENT LLC?
AMJ FINANCIAL WEALTH MANAGEMENT LLC has approximately 17 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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