Wj Financial Advisors, LLC

Wj Financial Advisors, LLC (CRD# 142761) is a financial advisory firm headquartered in Killingworth, CT. They manage $47,564,313 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $864,806
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
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.

CT

Financial Advisors at Wj Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Wallace C. Jones
CRD#: 4577739
255 Route 80, 2nd Floor, Killingworth, CT 06419
93
Wealthminder
score

Wallace Jones (CRD# 4577739) 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
Abigail E. Laufer
CRD#: 1848343
Weehawken, NJ
93
Wealthminder
score

Abigail Laufer (CRD# 1848343) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Weehawken, NJ and has over 11 years of experience in the finance industry.

3
Joseph D. Giaccone
CRD#: 5589435
255 Route 80, 2nd Floor, Killingworth, CT 06419
88
Wealthminder
score

Joseph Giaccone (CRD# 5589435) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in Killingworth, CT and has over 2 years of experience in the finance industry.

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