JJ
Jeffry R. Jones
WJ WEALTH MANAGEMENT
Glendale, AZ 85308
Some features on this profile are disabled
CRD#: 1278679
JJ
Professional summary
Jeffry Reeves Jones is a registered financial advisor currently at WJ WEALTH MANAGEMENT located in Glendale, Arizona and LPL FINANCIAL LLC located in Glendale, Arizona.
Jeffry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Jeffry has worked at 15 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(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.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffry Reeves Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2014 - Present
WJ WEALTH MANAGEMENT
Office #1: 18275 North 59th Avenue B-112, Glendale, AZ 85308RIA
CRD#: 170181
Glendale, AZ
Current
July 25, 2012 - Present
LPL FINANCIAL LLC
Office #1: 18275 N 59th Ave Ste B-110, Glendale, AZ 85308-1252RIA
BD
CRD#: 6413
Glendale, AZ
Past
September 4, 2009 - March 26, 2012
LPL FINANCIAL LLC
BD
CRD#: 6413
GLENDALE, AZ
Past
February 4, 2009 - July 27, 2009
AXCELUS FINANCIAL DISTRIBUTION COMPANY
BD
CRD#: 38383
PHILADELPHIA, PA
Past
July 18, 2003 - February 4, 2009
VP DISTRIBUTORS LLC
BD
CRD#: 3036
HARTFORD, CT
Past
April 21, 2003 - July 24, 2003
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Past
November 12, 2002 - April 11, 2003
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Past
October 27, 1998 - September 30, 2002
MFS FUND DISTRIBUTORS, INC.
BD
CRD#: 31052
BOSTON, MA
Past
October 23, 1996 - September 15, 1998
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
August 1, 1996 - October 23, 1996
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
Past
December 5, 1995 - August 1, 1996
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
Past
March 22, 1991 - December 5, 1995
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
July 12, 1989 - March 27, 1991
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, CA
Past
January 22, 1988 - July 27, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
August 19, 1987 - January 30, 1988
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
Past
June 24, 1987 - August 31, 1987
DREXEL BURNHAM LAMBERT INCORPORATED
BD
CRD#: 7323
Past
January 31, 1985 - June 30, 1987
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
Past
June 20, 1984 - January 21, 1985
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WJ WEALTH MANAGEMENT
WJ WEALTH MANAGEMENT | WJS/2ND50 ADVISORS | WJ WEALTH MANAGEMENT, LLC
CRD#: 170181 / SEC#: 801-119053
RIA
Registered Investment Advisory firm - (7/28/2020 Approved)Arizona
Registered Investment Advisory firm - (5/22/2024 Terminated)Texas
Registered Investment Advisory firm - (10/20/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(8/3/2012)
IAR
Arizona(8/4/2014)
RR
Arkansas(8/17/2022)
RR
California(7/25/2012)
RR
Colorado(6/20/2014)
RR
District of Columbia(9/25/2025)
RR
Florida(7/29/2014)
RR
Georgia(7/25/2012)
RR
Hawaii(5/28/2015)
RR
Idaho(6/11/2014)
RR
Illinois(7/25/2012)
RR
Indiana(7/25/2012)
RR
Iowa(4/20/2021)
RR
Kansas(6/11/2014)
RR
Maryland(6/11/2014)
RR
Massachusetts(6/11/2014)
RR
Michigan(11/17/2014)
RR
Minnesota(7/25/2012)
RR
Missouri(7/24/2025)
RR
Montana(6/20/2014)
RR
Nebraska(1/7/2020)
RR
Nevada(7/25/2012)
RR
New Hampshire(1/7/2020)
RR
New Jersey(1/7/2020)
RR
New Mexico(7/25/2012)
RR
New York(7/25/2025)
RR
North Carolina(6/11/2014)
RR
Ohio(7/25/2012)
RR
Oklahoma(7/25/2012)
RR
Oregon(7/25/2012)
RR
Pennsylvania(7/25/2012)
RR
South Dakota(7/25/2012)
RR
Texas(6/11/2014)
RR
Virginia(7/25/2012)
RR
Washington(7/25/2012)
RR
West Virginia(6/20/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WJ WEALTH MANAGEMENT
WJ WEALTH MANAGEMENT | WJS/2ND50 ADVISORS | WJ WEALTH MANAGEMENT, LLC
CRD#: 170181 / SEC#: 801-119053
RIA
Registered Investment Advisory firm - (7/28/2020 Approved)Arizona
Registered Investment Advisory firm - (5/22/2024 Terminated)Texas
Registered Investment Advisory firm - (10/20/2016 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
18275 North 59th Avenue B-112, Glendale, AZ 85308
Mailing Address
Phone number
(602) 942-1321
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 883 |
| AUM (Assets Under Management) | $ 225,341,443 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
