Strawn C. Markle

LJI WEALTH MANAGEMENT

CANONSBURG, PA

Some features on this profile are disabled

CRD#: 2630855

Professional summary

Strawn Christian Markle is a registered financial advisor currently at LJI WEALTH MANAGEMENT, LLC located in Canonsburg, Pennsylvania.

Strawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Strawn has worked at 7 firms and has passed the Series 63, Series 7 and Series 52 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Strawn Christian Markle's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 11, 2017 - Present

LJI WEALTH MANAGEMENT, LLC

RIA

CRD#: 145399

CANONSBURG, PA

Past

May 8, 2012 - September 8, 2017

ITS ASSET MANAGEMENT, L.P.

RIA

CRD#: 106977

WASHINGTON, PA

Past

August 24, 2004 - December 31, 2011

FORTUNE FINANCIAL SERVICES, INC.

CRD#: 42150

WASHINGTON, PA

Past

November 29, 2001 - August 19, 2004

BLUE VASE SECURITIES, LLC

CRD#: 46765

WASHINGTON, PA

Past

February 1, 2001 - November 30, 2001

JPMORGAN DISTRIBUTION SERVICES, INC.

CRD#: 104234

COLUMBUS, OH

Past

August 3, 2000 - December 31, 2000

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

May 23, 1997 - July 14, 1999

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

July 24, 1995 - May 21, 1997

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

LJI WEALTH MANAGEMENT, LLC

CRD#: 145399 / SEC#: 801-77820

RIA

Registered Investment Advisory firm - (4/4/2013 Approved)

Florida

Registered Investment Advisory firm - (4/5/2013 Terminated)

Indiana

Registered Investment Advisory firm - (4/5/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/11/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/24/1995

General Securities Representative Examination

General Industry/Product Exam

Series 52

Date: 7/21/1995

Municipal Securities Representative Examination

Current Firm

LJI WEALTH MANAGEMENT, LLC

CRD#: 145399 / SEC#: 801-77820

RIA

Registered Investment Advisory firm - (4/4/2013 Approved)

Florida

Registered Investment Advisory firm - (4/5/2013 Terminated)

Indiana

Registered Investment Advisory firm - (4/5/2013 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

6569 Carrollton Avenue, Indianapolis, IN 46220

Mailing Address

Phone number

(317) 466-9702

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A: FIRM BROCHURE (4/4/2025)

Regulatory assets under management

Total Number of Accounts	1,613
AUM (Assets Under Management)	$ 1,071,025,683

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/19/2024	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Strawn C. Markle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Strawn Christian Markle's CRS (Customer Relationship Summary).

Certified licenses

Experience

ITS ASSET MANAGEMENT, L.P.

FORTUNE FINANCIAL SERVICES, INC.

BLUE VASE SECURITIES, LLC

JPMORGAN DISTRIBUTION SERVICES, INC.

BANC ONE SECURITIES CORPORATION

BANC ONE SECURITIES CORPORATION

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

LJI WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/11/1995

Series 7

Date: 10/24/1995

Series 52

Date: 7/21/1995

Current Firm

LJI WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LJI WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors