LJI WEALTH MANAGEMENT, LLC of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 145399). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| John M Leon | CHIEF COMPLIANCE OFFICER; MEMBER | Costa Mesa, CA |
| John J Leon | CHIEF COMPLIANCE OFFICER; MEMBER; PRESIDENT | Costa Mesa, CA |
| Layton Leon John | PRESIDENT | — |
| Bradley Heath Owens | CHIEF COMPLIANCE OFFICER | — |
| Joshua David John | INVESTMENT ADVISER REPRESENTATIVE | — |
| Daniel Keith Lucas | INVESTMENT ADVISER REPRESENTATIVE | — |
| Jonathan William Russell | INVESTMENT ADVISER REPRESENTATIVE | — |
| JOHN ANN MARIE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| OWENS BRADLEY HEATH | CHIEF COMPLIANCE OFFICER | — |
| JOHN JOSHUA DAVID | INVESTMENT ADVISER REPRESENTATIVE | — |
| LUCAS DANIEL KEITH | INVESTMENT ADVISER REPRESENTATIVE | — |
| RUSSELL JONATHAN WILLIAM | INVESTMENT ADVISER REPRESENTATIVE | — |