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$261.5M Total AUM
$261.5M Disc. AUM
16.8% 3Y CAGR
6 Employees
918 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2014
- Office Locations
- 1
Office Locations
18275 North 59th Avenue B-112 Glendale AZ
About WJ Wealth Management
WJ Wealth Management is an independent, fee-based RIA providing investment portfolio management to individuals, corporates, fiduciaries, and institutions nationwide. The firm runs rules-based Guidance model portfolios plus custom principal-managed portfolios, with optional ETF (NovaFront) and stock (Capital Account) sleeves added across models in 2025. Guidance models are also available to other fee-based advisors affiliated with LPL Financial.
Team overview
-- AVG AGE
$130.8M AVG AUM / ADVISOR
$284.9K AVG AUM / CLIENT
12 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JEFFRY REEVES JONES
Chief Compliance Officer
- CRD
- #1278679
- Ownership
- 75% or more
Available
Available
Available
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ROGER LYNN WILSON
CFP®
- CRD
- #1351206
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,532,091 | $284,893 |
| Non-Discretionary | $0 | -- |
| Total | $261,532,091 | $284,893 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | 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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