A complete list of active advisors currently associated with AJA Financial LLC
Warmer can help you find a great advisor at AJA Financial LLC or one who fits your needs even better.
The firm provides discretionary investment management and financial planning to individuals, high‑net‑worth individuals, and other investment advisers, offering both project‑based plans and ongoing comprehensive planning tied to managed accounts. It reports approximately $27 million in assets under management and generally tailors portfolios and written plans to client goals and risk tolerances, with no stated account minimum. The investment approach emphasizes Modern Portfolio Theory principles implemented largely through passive mutual funds and exchange‑traded funds, while the firm also uses cyclical analysis as its primary method of investment analysis. Portfolios are constructed and monitored to match client suitability statements and, where engaged, the advisor typically exercises discretionary authority over trades and allocations. A feature that distinguishes the firm from many independent RIAs is that the principal is a licensed life insurance agent and is able to offer life insurance and both fixed and variable annuity products in addition to advisory services. The brochure also notes participation in an advisor‑guided 529 program (with those assets excluded from AUM) and the principal’s ongoing service in the U.S. Navy Selected Reserves and recent civic service, which are presented as part of the firm’s professional background.
To learn more about the advisors currently working at AJA Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Opelika, AL
| 8
|
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