Wj Wealth Management
Wj Wealth Management (CRD# 170181) is a financial advisory firm headquartered in Glendale, AZ. They manage $59,328,795 in 499 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management59MILLION
Total Number of Accounts499ACCOUNTS
Average Account Value$118,895
- 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
- Selection of other advisers (including private fund managers)
Roger Wilson (CRD# 1351206) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 32 years of experience in the finance industry. Roger Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffry Jones (CRD# 1278679) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 33 years of experience in the finance industry.