Bdj Wealth Management LLC

Bdj Wealth Management LLC (CRD# 309290) is a financial advisory firm headquartered in Plano, TX. They manage $32,015,223 in 144 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4521 Big Sky Drive, Plano, TX 75024
https://www.facebook.com/search/top?q=pjs%20services
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $222,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bdj Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Beverly Johnson, financial advisor Plano TX
Beverly D. Johnson
CRD#: 6285946
4521 Big Sky Drive, Plano, TX 75024

Beverly Johnson (CRD# 6285946) is an Investment Advisor Representative working at Bdj Wealth Management LLC in Plano, TX and has over 10 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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