WJ WEALTH MANAGEMENT, LLC

WJ WEALTH MANAGEMENT
GLENDALE, Arizona·2 registered advisors·CRD# 170181
SEC# 801-1190531602-942-1321
01

Firm Overview

AUM
$185M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at WJ WEALTH MANAGEMENT, LLC

2 registered advisors
Jeffry Reeves Jones
GLENDALE, Arizona
Roger Lynn Wilson
GLENDALE, Arizona
05

Office Locations

GLENDALE, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. WJ WEALTH MANAGEMENT, LLC (CRD# 170181) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.