Jeffry
Jones

Wj Wealth Management

CRD#1278679
Investment Advisor
in Glendale, AZ

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About this Advisor

Jeffry Jones is a financial advisor based out of Glendale, Arizona who has 9 years of relevant experience. Jones is currently employed by Wj Wealth Management. During their career, the advisor has held roles at Lpl Financial LLC and Wj Wealth Management, LLC. Jones holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to advise clients in Arizona. Wj Wealth Management is an advisory company headquartered in Glendale, AZ. The investment advisory business has a total of six financial advisors. It administers $166 million in total assets across its 823 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 823 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in assets. The business offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely depend on which services are offered. However, fee types charged by Wj Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

18275 North 59Th Avenue B-112
Glendale, AZ 85308

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Wj Wealth Management Brokerage Details

Total Assets Under Management

$166,448,195

AZ Average: $1,555,372,352
Total Number of Employees

6

AZ Average: 37
Total Number of Accounts

823

AZ Average: 1,370
Average Account Size

$202,246

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jeffry Jones Work History

Jeffry has been registered as a financial advisor for 9 years.*

2012 - Present (12 years)

Wj Wealth Management, LLC

2009 - Present (15 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffry Jones to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wj Wealth Management

Jeffry Jones
Glendale, AZ
Roger Wilson
Glendale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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