DCJ GLOBAL WEALTH MANAGEMENT
DCJ GLOBAL WEALTH MANAGEMENT of GERMANTOWN, TN is an SEC-registered investment adviser (CRD 148398). Regulatory assets under management: $55.5M.
Registration
- CRD: 148398
- SEC file number: 801-69659
- Type: Registered investment adviser
- Location: 3011 CENTRE OAK WAY, SUITE 101, GERMANTOWN, TN, 38138
- Phone: 901-755-9797
- Latest filing: 2026-05-20
- Regulatory AUM: $55.5M
- Discretionary AUM: $55.5M
- Clients: 3
- Accounts: 179
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| JONES DAVID CARL | MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
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