Jeffry Reeves Jones

Employer firm

Wj Wealth Management CRD 170181

$262M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2009 → Present
  Lpl Financial Llc
  Glendale, AZ
• 08/2012 → Present
  Wj Wealth Management, Llc
  Glendale, AZ

Other Businesses

(1) 08/03/2012 - NON-VARIABLE INSURANCE - FIXED INSURANCE-SPIA, LTC, FIXED LIFE, FIXED ANNUITY - 10% OF TIME SPENT - GLENDALE, AZ (2) 2/26/2018 - WJ Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 32 Hours Per Month - Time Spent 20% - I provide investment advisory services through WJ Wealth Management, an independent investment advisor firm. I started this business activity in 05/2014. I expect to spend approximately 32 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (3) 5/4/2018 - WJ Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 06/02/2015 - 160 Hours Per Month During Securities Trading. 4. 08/27/2019 - Cajos LLC - Investment related - Home based - Business Entity For Tax/Investment Purposes Only - start date:05/03/2010 - 0 hrs/mo - 0 hrs during trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-11-20
• S63 Uniform Securities Agent State Law Examination
  1984-06-19