# WJM FINANCIAL, LLC

WJM FINANCIAL, LLC of BEDFORD, NH is an SEC-registered investment adviser.

## Registration

- CRD: 117595
- Type: SEC-registered investment adviser
- SEC file number: 801-67022
- Location: 2 COMMERCE DRIVE, BEDFORD, NH, 03110
- Phone: 603-589-8010
- Latest filing: 2016-02-09
- Regulatory AUM: $145.7M
- Discretionary AUM: $145.7M
- Clients: 2
- Accounts: 595

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MOECKEL WILLIAM JOSEPH | MEMBER, PRESIDENT; MEMBER, PRESIDENT AND CEO AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CEO AND CHIEF COMPLIANCE OFFICER | — |
| FULLERTON JEAN | MANAGER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| DAVIDSON JENNIFER LISE | MANAGER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117595/similar
- Related entities: https://search.stillhousedata.com/firm/117595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.