A complete list of active advisors currently associated with WJ Wealth Management

Warmer can help you find a great advisor at WJ Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at WJ Wealth Management, 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
Jeffry Jones	Glendale, AZ	41
Roger Wilson	Glendale, AZ	41

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support