D
$55.5M Total AUM
$55.5M Disc. AUM
-- 3Y CAGR
3 Employees
218 ADV. Clients
17 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2008
- Office Locations
- 2
Office Locations
3011 Centre OAK WAY, Suite 101 Germantown TN
-- Germantown TN
About DCJ Global Wealth Management
DCJ Global Wealth Management is a Germantown-based RIA with 2 offices. The firm has been operating for 17 years. Managing $55.5M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$254.5K AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DAVID CARL JONES
Chief Compliance Officer, Managing Director
- CRD
- #1208872
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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S
STEPHANIE JEANNE JONES
--
- CRD
- #2479947
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,487,595 | $247,468 |
| Non-Discretionary | $0 | -- |
| Total | $55,487,595 | $247,468 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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