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. Roger Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wjs/2nd50 Advisors, LLC | Glendale, AZ | Aug 2012 - Current | 11 |
| Wilson & Jones Wealth Management, LLC | Glendale, AZ | Aug 2012 - Current | 11 |
| Wj Wealth Management, LLC | Glendale, AZ | Aug 2012 - Current | 11 |
| Tax Planning Services, LLC | Glendale, AZ | Sep 2008 - Current | 15 |
| Wilson Real Estate Investment, LLC | Glendale, AZ | Jun 2007 - Current | 16 |
| Wjw Partnership | Glendale, AZ | Jan 2007 - Current | 17 |
| Lpl Financial, Llc (formerly: Linsco/private Ledger Corp.) | Glendale, AZ | Jun 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1985 |
- AZ
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Total Assets Under Management185MILLIONS
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Total Number of Accounts801ACCOUNTS
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Average Account Value$230,936
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ
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