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Joseph David Giaccone

WJ Financial Advisors, LLC

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About Joseph David Giaccone

Joseph Giaccone is an investment advisor representative at WJ Financial Advisors, LLC. Joseph has been in the industry since 2009 and specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Joseph is registered with the state of Connecticut and holds the Series 6 and Series 65 licenses. WJ Financial Advisors, LLC has been providing financial advice since 2014 and has a strong focus on personalized service and a commitment to client success. The firm provides a range of investment advisory services, including financial planning, portfolio management, and retirement planning.

Firm Information

Joseph Giaccone is currently registered with WJ Financial Advisors, LLC. WJ Financial Advisors, LLC is an investment advisor based in Killingworth, CT. They provide financial planning, pension consulting, portfolio management for businesses and individuals, and other advisory services. The firm manages approximately $145,145,175 in assets for 209 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They are registered with the SEC and have a website at HTTP://WWW.WJADVISORS.COM.
WJ Financial Advisors, LLC

255 ROUTE 80

KILLINGWORTH, CT 06419

$145.15M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Giaccone’s Registration & Firm History

CT

08/29/2014 - Present

WJ Financial Advisors, LLC (KILLINGWORTH CT)

CT

01/15/2010 - 05/12/2011

WELLS FARGO ADVISORS, LLC (ANSONIA CT)

CT

02/19/2009 - 11/09/2009

WELLS FARGO ADVISORS, LLC (ANSONIA CT)

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Licenses & Designations

IA

Issued 08/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph David Giaccone.
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