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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2008
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between April 21, 2011 and May 2, 2012, reported AUM decreased 3.9%, from $40.7M to $39.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 218 clients, or 109 clients per representative. That equates to $254.5K in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on May 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID CARL JONES
Managing Director
- CRD
- #1208872
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEPHANIE JEANNE JONES
--
- CRD
- #2479947
Showing 1 of 2 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
DCJ Global Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.