Patrick Daniel Tessier
Investment adviser representative at Amj Financial Wealth Management LLC
13 yearsExperience
1 stateRegistered in
$481.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Amj Financial Wealth Management LLCFeb 2024 to now
- Amj FinancialFeb 2023 to now
- UnemployedSep 2022 to Jan 2023
- United Western GroupJun 2022 to Aug 2022
- Marathon TsJun 2021 to Aug 2021
- SwiftglassJun 2020 to Aug 2020
- James Madison UniversityAug 2018 to May 2022
- Unemployed MinorSep 2013 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Amj Financial Wealth Management LLC
$481.8MAssets managed
470Clients
17Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7706250
- Firm CRD
- 162878