# Wallace Jones

> Wallace Jones is a fee-only financial advisor at WJ Financial Advisors in Killingworth, Connecticut, who holds the CFA credential. WJ Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wallace-jones/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** WJ Financial Advisors
- **Based in:** Killingworth, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $203.4M across 684 accounts
- **Credentials:** CFA
- **CRD:** 4577739 (https://adviserinfo.sec.gov/individual/summary/4577739)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.wjadvisors.com

## Frequently asked questions

### Is Wallace Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wallace holds no broker registration, and WJ Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wallace charge for financial advice?

Wallace's firm, WJ Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Wallace Jones based?

Wallace Jones is based in Killingworth, Connecticut.

### What credentials does Wallace Jones hold?

Wallace Jones holds the CFA credential.

### Is Wallace Jones registered with the SEC?

Yes. Wallace Jones is registered as an investment adviser representative in CT (CRD 4577739), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WJ Financial Advisors manage?

WJ Financial Advisors reports $203.4M across 684 accounts in assets under management.

### How do I contact Wallace Jones?

Through Wallace's website, www.wjadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4577739): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.