| Entity Name: | WJ FINANCIAL ADVISORS LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 07 Nov 2006 |
| Business ALEI: | 0878494 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 255 Route 80 Ste 201, Killingworth, CT, 06419-1490, United States |
| Mailing address: | 4 FRITZ ROAD, KILLINGWORTH, CT, United States, 06419 |
| ZIP code: | 06419 |
| County: | Middlesex |
| Place of Formation: | CONNECTICUT |
| E-Mail: | wj@wjadvisors.com |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| WALLACE C. JONES | Agent | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States | +1 202-302-5853 | wj@wjadvisors.com | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| JENNIFER L. ELLES-JONES | Officer | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States | No data | No data | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States |
| WALLACE C. JONES | Officer | 255 ROUTE 80, 2ND FLOOR, KILLINGWORTH, CT, 06419, United States | +1 202-302-5853 | wj@wjadvisors.com | 4 FRITZ ROAD, KILLINGWORTH, CT, 06419, United States |
| JOSEPH D. GIACCONE | Officer | 255 ROUTE 80, 2ND FLOOR, KILLINGWORTH, CT, 06419, United States | No data | No data | 108 OLD DEEP RIVER TPKE, KILLINGWORTH, CT, 06419, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012104457 | 2024-02-08 | No data | Annual Report | Annual Report | No data |
| BF-0011415169 | 2023-01-30 | No data | Annual Report | Annual Report | No data |
| BF-0010218682 | 2022-03-19 | No data | Annual Report | Annual Report | 2022 |
| 0007173995 | 2021-02-18 | No data | Annual Report | Annual Report | 2020 |
| 0007174004 | 2021-02-18 | No data | Annual Report | Annual Report | 2021 |
| 0006366325 | 2019-02-06 | No data | Annual Report | Annual Report | 2019 |
| 0006354706 | 2019-02-01 | No data | Annual Report | Annual Report | 2018 |
| 0006062524 | 2018-02-08 | No data | Annual Report | Annual Report | 2017 |
| 0005690587 | 2016-11-09 | No data | Annual Report | Annual Report | 2016 |
| 0005409836 | 2015-10-09 | No data | Annual Report | Annual Report | 2015 |
Date of last update: 25 Nov 2024
Sources: Connecticut's Official State Website
