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- Custodian
- Charles Schwab & Company · Goldman Sachs · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Quantum atlasFrontier
- Established Date
- 05-29-2020
- Office Locations
- 1
Office Locations
About BDJ Wealth Management LLC
PJS Services Group is a fee-based fiduciary firm integrating tax work with wealth management and financial planning. Engagements start with a tax assessment and extend to tax filing, bookkeeping, and strategic planning, then customized strategies across cash flow, tax-efficient investing, insurance, estate, and education planning. Works with business owners and implements primarily with ETFs and public funds; custodies include Schwab.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
BEVERLY DELORIS JOHNSON
Financial Adviser, Managing Member, Owner
- CRD
- #6285946
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,753,688 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,753,688 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,753,688
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $534,223,460 | 68.2% |
| Public Funds | $249,095,397 | 31.8% |
| Total | $783,318,857 | 100.0% |