Roger Lynn Wilson

Current Employers

Employment History

• 06/2004 → Present
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Glendale, AZ
• 08/2012 → Present
  Wjs/2Nd50 Advisors, L.L.C.
  Glendale, AZ
• 08/2012 → Present
  Wilson & Jones Wealth Management, Llc
  Glendale, AZ
• 08/2012 → Present
  Wj Wealth Management, L.L.C.
  Glendale, AZ
• 09/2008 → Present
  Tax Planning Services, Llc
  Glendale, AZ
• 01/2007 → Present
  Wjw Partnership
  Glendale, AZ
• 06/2007 → Present
  Wilson Real Estate Investment, Llc
  Glendale, AZ

Other Businesses

1) 06/11/2007: WILSON REAL ESTATE INVESTMENTS - INV REL - GLENDALE, AZ - REAL ESTATE RENTAL - 1% OF TIME SPENT - LLC FOR THE PURPOSE OF OWNING AN OFFICE COMPLEX WITH TWO SUITES, ONE FOR MY USE AS AN LPL ADVISOR AND ONE FOR RENTAL. 2) 08/30/2012: WILSON & JONES WEALTH MANAGEMENT - 18275 N. 59TH AVE, GLENDALE, AZ 85308 - NON-VARIABLE INSURANCE DBA - 100% OF TIME SPENT 3) 05/22/2014: WJ WEALTH MANAGEMENT - INV REL - 18275 N. 59TH AVE, GLENDALE, AZ 85308 - REGISTERED INVESTMENT ADVISOR DBA - WJ WEALTH MANAGEMENT - 20% OF TIME SPENT - ASSET MANAGEMENT, FINANCIAL PLANNING 4) 06/02/2015 - WJ WEALTH MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 18275 N 59TH AVE, B-112, GLENDALE AZ 85308 - START 07/01/2014 - 40 HRS/MO DURING SECS TRDG HRS 5) 2/26/2018 - WJ Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1985-05-15

Designations