DCJ Global Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$51,177,200
Clients
108
Advisors
2
across 2 offices
About
The firm provides discretionary portfolio management primarily to individuals (including high‑net‑worth clients), as well as small businesses, trusts, estates, and retirement plans, and typically charges fees based on a percentage of assets under management. It also facilitates access to third‑party money managers and conducts periodic account reviews and reporting through its custodian.
DCJ Global’s investment process combines technical analysis—point‑and‑figure charting and other trend indicators are identified as a cornerstone—with fundamental, top‑down security evaluation to assess market, sector, and individual‑stock risk. Portfolios are managed tactically with the ability to overweight or underweight asset classes and make security‑level adjustments; the firm may also use options, margin, and alternative investments in appropriate circumstances.
Distinctive features include its hybrid operating model and ownership structure: the firm is sole‑owned and its advisers are registered representatives of a broker‑dealer, so they provide both fee‑based advisory services and commission‑based brokerage offerings. As a result, clients are generally expected to use the affiliated broker‑dealer for custody and certain sponsored programs, and the firm discloses attendant conflicts (including availability of insurance and sponsored manager programs on the brokerage side) and describes monitoring and disclosure practices to address them.
Client services
Expertise
Fee options
$100,000 - $499,999: 2.00% annually $500,000 - $1,999,999: 1.5% - 1.99% annually $2,000,000+: Negotiable
Account minimum: $100,000
Main office
See officeGermantown TN
Advisors at this office
1
Offices (2)
Most active in
Florida · Mississippi · Tennessee · Texas
Also doing business as
David C Jones Wealth Management · David C. Jones Global Wealth Management · David Carl Jones Investments, L.L.C. · Dcj Global Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
David J
Series 63, Series 65
Germantown, TN
DCJ Global Wealth Management
David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.
Stephanie J
Series 63, Series 65
Germantown, TN
DCJ Global Wealth Management
Stephanie Jones is a financial advisor with DCJ Global Wealth Management in Germantown, TN. She holds Series 63 and Series 65 licenses and has one year of industry experience following seven years at LPL Financial. Prior to her financial career, she spent 22 years as a homemaker. DCJ Global Wealth Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, and retirement plans. The firm employs a tactical investment approach combining technical analysis with fundamental security evaluation and uses a hybrid operating model offering both fee-based advisory services and commission-based brokerage products.
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