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).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    499
    ACCOUNTS
  • Average Account Value
    $118,895
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
  • Selection of other advisers (including private fund managers)
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.

AZ, TX

Financial Advisors at Wj Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Roger L. Wilson
CRD#: 1351206
18275 North 59th Avenue, B-112, Glendale, AZ 85308
96
Wealthminder
score

Roger Wilson (CRD# 1351206) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 31 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.

2
Jeffry R. Jones
CRD#: 1278679
18275 North 59th Avenue, B-112, Glendale, AZ 85308
93
Wealthminder
score

Jeffry Jones (CRD# 1278679) is an Investment Advisor Representative working at Wj Wealth Management in Glendale, AZ and has over 32 years of experience in the finance industry.

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