WJ Wealth Management

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Client assets under management

$247,095,741

Clients

907

7% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

454

Very High

Average account size

$272,432

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

Financial planning Portfolio management Selection of other advisers

Expertise

Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fees range from $500 to $2,500.

Percentage

$0 - $50,000: 2.5% $50,001 - $100,000: 2.0% $100,001 - $250,000: 1.5% $250,001 - >$250,000: 1.0%

Commissions

Brokerage commissions charged by LPL Financial on securities transactions; mutual fund 12b-1 trailing commissions; insurance commissions.

Project-based

Consulting services hourly rate not to exceed $400/hour; financial planning standard fee $200/hour.

Other

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 location

WJ Wealth Management

18275 North 59 Th Avenue, B 112

Glendale AZ 85308, United States

Number of offices

Most active in

Arizona · California · Florida · New Hampshire · Texas

Disclosures

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:

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 602-942-1321

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.

Cash flow / budgeting

Roger W

CFP®, Series 63

Glendale, AZ

WJ Wealth Management

Roger Wilson is a CFP® with 40 years of experience in financial advising. He is a principal at WJ Wealth Management and has held roles at Wilson & Jones Wealth Management and Tax Planning Services, LLC. Outside of financial advising, he is involved with Wilson Real Estate Investment, LLC. WJ Wealth Management provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm manages assets through LPL Financial-sponsored programs and offers customized portfolio management and consulting services using a combination of fundamental and technical analysis.

Cash flow / budgeting

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