Wj Financial Advisors, LLC

Wj Financial Advisors, LLC (CRD# 142761) is a financial advisory firm headquartered in Killingworth, CT. They manage $145,145,175 in 209 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
255 Route 80, Suite 201, Killingworth, CT 06419
http://www.wjadvisors.com
By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $694,475
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, MD, NH, NY, PA

Financial Advisors at Wj Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joseph Giaccone, financial advisor Killingworth CT
Joseph D. Giaccone
CRD#: 5589435
255 Route 80, Suite 201, Killingworth, CT 06419

Joseph Giaccone (CRD# 5589435) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Killingworth, CT and has over 9 years of experience in the finance industry.

2
Wallace Jones, financial advisor Killingworth CT
Wallace C. Jones
CRD#: 4577739
255 Route 80, Suite 201, Killingworth, CT 06419

Wallace Jones (CRD# 4577739) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Killingworth, CT and has over 17 years of experience in the finance industry.

3
Abigail Laufer, financial advisor New York NY
Abigail E. Laufer
CRD#: 1848343
New York, NY

Abigail Laufer (CRD# 1848343) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.

4
Brandon Lachance, financial advisor Killingworth CT
Brandon J. Lachance
CRD#: 7746039
255 Route 80, Suite 201, Killingworth, CT 06419

Brandon Lachance (CRD# 7746039) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Killingworth, CT and has 1 year 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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