Wallace Jones
WJ Financial Advisors · Killingworth, Connecticut
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.
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Facts
| Firm | WJ Financial Advisors |
|---|---|
| Based in | Killingworth, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $203.4M across 684 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 4577739 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.wjadvisors.com |
How Wallace's firm compares
- WJ Financial Advisors's average account is about $297,000, from its Form ADV (assets managed divided by 684 accounts).
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Questions about Wallace
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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