Luke Christopher Estep

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

• 06/2019 → 01/2022
  Appleland Sport Center
  Stephens City, VA
• 06/2022 → Present
  Amj Financial Wealth Management
  Leesburg, VA
• 03/2013 → 05/2022
  Student
  Woodstock, VA

Other Businesses

1) INSURANCE AGENT; INVESTMENT-RELATED; 44160 SCHOLAR PLAZA, STE.490, LEESBURG, VA 20176; INSURANCE PRODUCTS; 12/01/1998; 5 HRS/MONTH; 5 HRS/MONTH DURING TRADING HOURS; SELLING INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-14

Designations

• Certified Financial Planner