Home
›
Firms
›
WJ FINANCIAL ADVISORS, LLC
WJ FINANCIAL ADVISORS, LLC
KILLINGWORTH, Connecticut
·
3 registered advisors
·
CRD# 142761
SEC# 801-121886
0
860-663-3646
01
Firm Overview
AUM
$145M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WJ FINANCIAL ADVISORS, LLC
3 registered advisors
Jennifer Lee Elles-Jones
KILLINGWORTH, Connecticut
CRD# 5263221
Joseph David Giaccone
KILLINGWORTH, Connecticut
CRD# 5589435
Wallace Clifford Jones
KILLINGWORTH, Connecticut
CRD# 4577739
05
Office Locations
KILLINGWORTH, Connecticut
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. WJ FINANCIAL ADVISORS, LLC (CRD# 142761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.