Jeffry Jones
Jeffry Jones is a registered investment advisor at Wj Wealth Management, based in Glendale, AZ, with 41 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 918 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K+ | 1.00% |
Maximum fee schedule. WJ Wealth Management representatives may negotiate a fee up to the maximum fee listed above.
Fee Estimator
Location
18275 North 59th Avenue, B-112, Glendale, AZ, 85308
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffry sells non-variable insurance products, including SPIAs, long-term care, fixed life, and fixed annuities, dedicating about 10-20% of his time. He also provides investment advisory services through WJ Wealth Management and operates Cajos LLC for tax/investment purposes.
Employment History
Current Registrations
Wj Wealth Management
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
Phoenix Equity Planning CorporationBroker
Phoenix Equity Planning CorporationBroker
Safeco Investment Services, INC.Broker
H&r Block Financial Advisors, INC.Broker
Mfs Fund Distributors, INC.Broker
National Planning CorporationBroker
Jackson National Life Distributors, INC.Broker
Jackson National Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
Travelers Equities Sales, INC.Broker
Integrated Resources Equity CorporationBroker
A. G. Edwards & Sons, INC.Broker
Drexel Burnham Lambert IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
Prudential-Bache Securities INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.