Wj Wealth Management
Wj Wealth Management (CRD# 170181) is a financial advisory firm headquartered in Glendale, AZ. They manage $184,979,489 in 801 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management185MILLION
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Total Number of Accounts801ACCOUNTS
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Average Account Value$230,936
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Wj Wealth Management
1
Jeffry Jones (CRD# 1278679) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 39 years of experience in the finance industry.
2
Roger Wilson (CRD# 1351206) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 38 years of experience in the finance industry.
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