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Jeffry Reeves Jones

Wj Wealth Management

Glendale, AZ

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Current Employers
Wj Wealth Management

18275 North 59Th Avenue B-112, Glendale, AZ 85308 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2014-08-04
  • AZ RA
    APPROVED
    Since 2014-08-04

Branch Locations

18275 North 59Th Avenue B-112, Glendale, AZ 85308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Glendale AZ 09/2009 Present
Wj Wealth Management, Llc Glendale AZ 08/2012 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-20
S63 Uniform Securities Agent State Law Examination 1984-06-19
  • S66 Uniform Combined State Law Examination
    2013-11-20
  • S63 Uniform Securities Agent State Law Examination
    1984-06-19

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