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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1997
- Office Locations
- 1
Office Locations
About J.w. Advisors Inc.
J.w. Advisors Inc. is a Phoenix-based RIA. The firm has been operating for 29 years. Managing $96.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 164 clients, or 164 clients per representative. That equates to $585.9K in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
RONALD DEAN JENSBY
Chief Compliance Officer, President
- CRD
- #1848008
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,081,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,081,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
J.w. Advisors Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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