Fjy Financial

Fjy Financial (CRD# 139347) is a financial advisory firm headquartered in Reston, VA. They manage $393,075,384 in 1,389 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    1,389
    ACCOUNTS
  • Average Account Value
    $282,992
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NC, NH, PA, TX, VA

Financial Advisors at Fjy Financial
Showing 1 - 7 of 7 top financial advisors.
1
Marjorie L. Fox
CRD#: 2097177
1900 Campus Commons Drive, Suite 500, Reston, VA 20191
96
Wealthminder
score

Marjorie Fox (CRD# 2097177) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has over 25 years of experience in the finance industry. Marjorie Fox 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.

2
Jon P. Yankee
CRD#: 4253154
1900 Campus Commons Drive, Suite 500, Reston, VA 20191
96
Wealthminder
score

Jon Yankee (CRD# 4253154) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has over 17 years of experience in the finance industry. Jon Yankee 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.

3
Laurie A. Belew
CRD#: 5095121
1900 Campus Commons Drive, Suite 500, Reston, VA 20191
90
Wealthminder
score

Laurie Belew (CRD# 5095121) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has 1 year of experience in the finance industry. Laurie Belew 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.

4
Tess L. Downing
CRD#: 6002505
1900 Campus Commons Drive, Suite 500, Reston, VA 20191
90
Wealthminder
score

Tess Downing (CRD# 6002505) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has 1 year of experience in the finance industry. Tess Downing 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.

5
Matthew W. Hays
CRD#: 5864332
3100 N. A Street, Suite B125, Midland, TX 79705
90
Wealthminder
score

Matthew Hays (CRD# 5864332) is an Investment Advisor Representative working at Fjy Financial in Midland, TX and has over 6 years of experience in the finance industry.

6
Candace M. Lee
CRD#: 6572714
1900 Campus Commons Drive, Suite 500, Reston, VA 20191
90
Wealthminder
score

Candace Lee (CRD# 6572714) is an Investment Advisor Representative working at Fjy Financial in Reston, VA and has 1 year of experience in the finance industry. Candace Lee 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.

7
Larry D. Adams
CRD#: 2035244
3100 North A Street, B-125, Midland, TX 79705
68
Wealthminder
score

Larry Adams (CRD# 2035244) is an Investment Advisor Representative working at Fjy Financial in Midland, TX and has over 27 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.