Wj Financial Advisors, LLC
● SEC registered since 2021CRD 142761SEC# 801-121886Killingworth, CT
Reg. AUM
$203.4M
Employees
3
Accounts
684
Location
Killingworth, CT
Wj Financial Advisors, LLC assets under management
Wj Financial Advisors, LLC is an investment advisory firm registered with the SEC based in Killingworth, CT. The firm has been registered since 2021. It reports $203.4 million in regulatory assets under management and employs 3 people.
Wj Financial Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Lee Elles-Jones Control | Member | 25-50% | 2006 |
| Joseph David Giaccone | Member | 10-25% | 2016 |
| Wallace Clifford Jones Control | President/Managing Member/Cco | 25-50% | 2006 |
Frequently asked questions
How much does Wj Financial Advisors, LLC manage?
Wj Financial Advisors, LLC reports $203.4 million in regulatory assets under management on its Form ADV.
How many employees does Wj Financial Advisors, LLC have?
Wj Financial Advisors, LLC reports 3 employees.
Where is Wj Financial Advisors, LLC located?
Wj Financial Advisors, LLC is based in Killingworth, CT and has been SEC-registered since 2021.
Does Wj Financial Advisors, LLC disclose fund performance?
Wj Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 Route 80, Suite 201, Killingworth, CT 06419 |
| Phone | 860-663-3646 |
| Fax | 860-452-4637 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2095682 |
| Discloses disciplinary history | No |
Regulatory AUM
$203.4M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$203.4Mregulatory AUM
Discretionary $203.4M