WJ Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$247,095,741
Clients
907
Advisors
2
of 6 employees
About
WJ Wealth Management provides fee-based investment advisory services primarily to individual and high‑net‑worth clients, including ongoing asset management, financial planning, and hourly consulting. The firm reports approximately $261.5 million in discretionary assets under management and serves about 907 client relationships through two advisors.
Portfolios are tailored to client objectives and may include mutual funds, ETFs, equities and fixed income, with investment decisions informed by both fundamental and technical analysis; accounts are reviewed regularly and rebalanced as needed. The firm implements client strategies through LPL Financial‑sponsored programs such as Optimum Market Portfolios and Model Wealth Portfolios and may use firm‑designed model sleeves within those platforms.
Distinctive features include that the firm’s advisors are dually registered as registered representatives of LPL Financial and are licensed insurance agents, allowing implementation of recommendations through brokerage and insurance channels and the potential for commission or 12b‑1 compensation alongside advisory services. WJ Wealth Management also serves as a wrap‑fee program sponsor and operates with an unusually high client count per advisor for its peer group, relying on LPL for custody, trade execution and practice support.
Client services
Expertise
Fee options
Financial planning fixed fees range from $500 to $2,500.
$0 - $50,000: 2.5% $50,001 - $100,000: 2.0% $100,001 - $250,000: 1.5% $250,001 - >$250,000: 1.0%
Brokerage commissions charged by LPL Financial on securities transactions; mutual fund 12b-1 trailing commissions; insurance commissions.
Consulting services hourly rate not to exceed $400/hour; financial planning standard fee $200/hour.
Account minimum: $25,000 Fee-only: Up to 2.5% of assets under management; negotiable fees; financial planning fees hourly $200/hour or fixed $500-$2,500; hourly consulting fees up to $400/hour; flat fees for financial plans $500-$2,500.
Main office
18275 North 59th Avenue, B 112
Glendale AZ 85308
Advisors at this office
2
Most active in
Arizona · California · Florida · New Hampshire · Texas
Also doing business as
Wj Wealth Management · Wj Wealth Management, LLC · Wjs/2 Nd50 Advisors
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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.
Advisors at this firm
Jeffry J
Series 63, Series 66
Glendale, AZ
WJ Wealth Management
Jeffry Jones is a financial advisor with WJ Wealth Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has worked with WJ Wealth Management since 2012 and has been affiliated with LPL Financial since 2009. Outside of advisory services, he is involved in offering fixed insurance products including fixed life and annuities. WJ Wealth Management provides fee-based investment advisory and financial planning primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized investment advice that incorporates both fundamental and technical analysis, serving over 860 clients with a portfolio of approximately $225 million in assets under management.
Roger W
CFP®, Series 63
Glendale, AZ
WJ Wealth Management
Roger Wilson is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with WJ Wealth Management in Glendale, AZ, where he provides investment advisory services. His career includes roles at LPL Financial and ownership interests in several related entities. WJ Wealth Management serves primarily individual and high-net-worth clients, offering asset management, financial planning, and consulting services. The firm manages approximately $261.5 million in discretionary assets and employs a tailored investment approach incorporating mutual funds, ETFs, equities, and fixed income, utilizing both fundamental and technical analysis.
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