Gregory
Fowler

Amj Financial Wealth Management LLC

CRD#7375211
Investment Advisor
in Leesburg, VA

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About this Advisor

Gregory Fowler is a financial advisor based in Leesburg, Virginia, working with Amj Financial Wealth Management LLC. Gregory has previously held positions at Global Advisor Group, Amj Financial, Virginia Tech, Dick's Sporting Goods, London Downs Golf Club, On Second Thought Consignment, and has also been a student and minor. Gregory has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Gregory is part of Amj Financial Wealth Management LLC, which operates out of Leesburg, Virginia. The firm has 17 employees and manages assets totaling $334.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Amj Financial Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

44160 Scholar Plaza Suite 490
Leesburg, VA 20176

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Amj Financial Wealth Management LLC Brokerage Details

Total Assets Under Management

$334,599,266

VA Average: $1,835,309,194
Total Number of Employees

17

VA Average: 32
Total Number of Accounts

1,587

VA Average: 1,458
Average Account Size

$210,838

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregory Fowler Work History

2022 - Present (2 years)

Amj Financial

2021 - 2021 (< 1 year)

Global Advisor Group

2021 - 2022 (1 year)

Virgina Tech

2019 - 2019 (< 1 year)

Dick'S Sporting Goods

2019 - 2021 (2 years)

Unemployed Student

2018 - 2018 (< 1 year)

London Downs Golf Club

2018 - 2019 (1 year)

Unemployed Student

2017 - 2018 (1 year)

Unemployed Minor

2017 - 2017 (< 1 year)

On Second Thought Consignment

2016 - 2016 (< 1 year)

On Second Thought Consignment

2016 - 2017 (1 year)

Student

2012 - 2016 (4 years)

Minor

Disclosures

Please visit the SEC profile of Gregory Fowler 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 Amj Financial Wealth Management LLC

Matthew Albritton
Leesburg, VA
Luke Jackson
Leesburg, VA
Patrick Tessier
Leesburg, VA
James Ventrelli
Leesburg, VA
Fridtjov Markussen
Leesburg, VA
Kevin Brown
Leesburg, VA
Luke Estep
Leesburg, VA
Tucker Holt
Leesburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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