Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Johnathan Finley, financial advisor Sugar Land TX
93 score

Johnathan Finley

CRD Number: 5488076
Current Firm: Wj Interests, LLC

Johnathan Finley (CRD# 5488076) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wj Interests, LLC Sugar Land, TX May 2007 - Current 9
Hollyhocks Lubbock, TX Sep 2007 - Dec 2007 < 1
Texas Tech University Lubbock, TX Aug 2005 - Dec 2007 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Johnathan D. Finley
Phone Number: 281-634-9400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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