Jataj Wealth Management, LLC

Jataj Wealth Management, LLC (CRD# 136070) is a financial advisory firm headquartered in , . They manage $9,180,365 in 119 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $77,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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.

NM, WI

Financial Advisors at Jataj Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janet Tyler Johnson
CRD#: 2705363
161 Camino de las Huertas, Placitas, NM 87043
103
Wealthminder
score

Janet Tyler Johnson (CRD# 2705363) wants you to live your authentic life.

 

In addition to being the author of the book Finding Financial Fulfillment, for a Life Filled with Money and Meaning and her forthcoming book, Corporate Hostage, No More!, Janet is a CFP® professional, an investment advisor, a coach/mentor, a podcast host (Corporate Hostage, No More! on iTunes and Stitcher Radio) and an expert in helping people live extraordinary lives.

 

She has been a Certified Financial Planner® professional since 1988 and has worked in the financial services industry for over 30 years. She is the Owner and Founder of JATAJ Wealth Management, LLC. The highlights of the firm are as follows:

 

  • We Operate As Fee-Only. No product sales; no commissions; we get paid only by our clients.
  • We Are Fiduciaries. We are legally bound to put your interests before ours.
  • We Are A High Tech Virtual Firm. We can work with you regardless of where you live (in the US).
  • You Benefit From Our Experience, Expertise, and Passion For What We Do Every Day!

 

Prior to founding her own business in 2005, Janet ran the financial planning and investment management division of the country’s 12th largest CPA firm. 

 

Janet has a deep knowledge of all things money, and a passion for helping people live lives that only few imagine. Her mission in life is to help you live the life of your dreams, just like she is doing.

 

In addition to Janet’s extensive expertise in the money arena, she also holds a Bachelor’s of Science Degree in Metaphysics.

 

2
Randall C. Johnson
CRD#: 5598953
Placitas, NM
93
Wealthminder
score

Randall Johnson (CRD# 5598953) is an Investment Advisor Representative working at Jataj Wealth Management, LLC in Placitas, NM and has over 8 years of experience in the finance industry.

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