Brett Douglas Bender

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1997 → Present
  Amj Financial
  Leesburg, VA
• 04/2012 → Present
  Amj Financial Wealth Management
  Leesburg, VA

Previous Registrations

• 2016-10-04 → 2018-09-14
  Amj Financial Wealth Management Llc
  Leesburg, VA

Other Businesses

AMJ Financial LLC - Owner Title: Member Role: Managing Office operations and accounting function Approx 2-4 hours week Business: Selling Insurance products and securities cleared through our relationship with Triad Advisors

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-10-04

Other Names

• Brett D. Bender