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).
Total Assets Under Management9MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$77,146
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.
Randall Johnson (CRD# 5598953) is an Investment Advisor Representative working at Jataj Wealth Management, LLC in Placitas, NM and has over 9 years of experience in the finance industry.