Advisor at DCJ Global Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Stephanie Jones is a financial advisor with DCJ Global Wealth Management in Germantown, TN. She holds Series 63 and Series 65 designations and has seven years of experience at LPL Financial. Prior to her advisory career, she was a homemaker for 22 years. DCJ Global Wealth Management provides discretionary portfolio management and advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm emphasizes technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs tactical strategies across various investment types.
Based on DCJ Global Wealth Management
$100,000 - $499,999: 2.00% annually $500,000 - $1,999,999: 1.5% to 1.99% annually $2,000,000+: Negotiable
Account minimum: $100,000
Germantown, TN
Tennessee
LPL Financial
2019 - Present (7 years)
Homemaker
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®, Series 66
Memphis, TN
Kimery Wealth Management, LLC
Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.
CFP®, Series 63, Series 65
Collierville, TN
WLH Management Co., Inc.
CFA®, Series 65
Memphis, TN
Stellar Assets L.L.C.
CFA®
Memphis, TN
Dorian Investment Advisory LLC
Series 63, Series 65
Memphis, TN
Red Oak Advisors LLC
CFP®, Series 63
Germantown, TN
Studdard Financial, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
