Advisor at WJ Consulting LLC
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.
Wesley Jackman is the principal of WJ Consulting LLC, a California-registered independent investment advisory firm. He holds a Series 65 designation and has professional experience as a Systems Engineering Lead at KBR, Inc., where he works on aerospace and defense contracts. Prior to his current roles, he served nine years in the United States Air Force. WJ Consulting LLC provides portfolio management and investment advisory services focused on long-term value investing for individual clients. The firm emphasizes fundamental analysis and customizes portfolios based on client preferences, operating with a small client base and no assets under management as of mid-2025.
$0 - $249,999: 1.25% $250,000 - $999,999: 1.00% $1,000,000+: 0.75%
Account minimum: $50,000 Fee-only: Fee-only, no commissions or third-party compensation
Redding, CA
California
WJ Consulting LLC
2024 - Present (2 years)
KBR, Inc
2024 - Present (2 years)
Prime Technical Services, Inc
2022 - 2024 (2 years)
United States Air Force
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
CFP®, Series 65
Redding, CA
Ric Komarek, CFP
Series 65, Series 66
Palo Cedro, CA
Alpha Initiative
Series 63, Series 65
Redding, CA
GSR Capital Management, Inc.
Series 66
Redding, CA
Parallel Wealth Management
Series 65
Redding, CA
Retirement Lifestyles Advisory Group
Series 65
Redding, CA
Convergence Wealth Partners 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")