# WJ FINANCIAL ADVISORS, LLC

WJ FINANCIAL ADVISORS, LLC of KILLINGWORTH, CT is an SEC-registered investment adviser.

## Registration

- CRD: 142761
- Type: SEC-registered investment adviser
- SEC file number: 801-121886
- Location: 255 ROUTE 80, SUITE 201, KILLINGWORTH, CT, 06419
- Phone: 860-663-3646
- Latest filing: 2026-04-01
- Regulatory AUM: $203.4M
- Discretionary AUM: $203.4M
- Clients: 3
- Accounts: 684

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Wallace Clifford Jones | PRESIDENT/MANAGING MEMBER/CCO | — |
| Jennifer Lee Elles-Jones | MEMBER | — |
| Joseph David Giaccone | MEMBER | — |
| JONES WALLACE CLIFFORD | PRESIDENT/MANAGING MEMBER/CCO | — |
| ELLES-JONES JENNIFER LEE | MEMBER | — |
| GIACCONE JOSEPH DAVID | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142761/similar
- Related entities: https://search.stillhousedata.com/firm/142761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142761

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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.