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).
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Total Assets Under Management145MILLION
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Total Number of Accounts209ACCOUNTS
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Average Account Value$694,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CT, FL, MA, MD, NH, NY, PA
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.
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.
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.
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.