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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2006
- Office Locations
- 2
Office Locations
About WJ Financial Advisors, LLC
WJ Financial Advisors, LLC (founded 2006) provides confidential, personalized financial planning and investment management for individuals and organizations including retirement plans, trusts/estates, and nonprofits. Their process emphasizes ongoing monitoring and adjustment. Public filings suggest an ETF-centric allocation complemented by government bonds and cash, and the firm custodians with Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JENNIFER LEE ELLES-JONES
--
- CRD
- --
- Ownership
- 25% but less than 50%
WALLACE CLIFFORD JONES
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #4577739
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Dante Bailey
--
- CRD
- #7972111
Brandon J LaChance
Financial Advisor, General Partner
- CRD
- #7746039
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,354,827 | $297,302 |
| Non-Discretionary | $0 | -- |
| Total | $203,354,827 | $297,302 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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