Brandon J Lachance
Investment adviser representative at Wj Financial Advisors, LLC
22 yearsExperience
1 stateRegistered in
$203.4MFirm assets
5 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
Experience
22 years in the industry.
- Wj Financial Advisors, LLCFeb 2023 to now
- Johnson BrunettiJan 2021 to Jan 2023
- American Ladders and Scaffolds, Inc.May 2020 to Jan 2021
- UnemployedMar 2020 to Apr 2020
- Johnson BrunettiFeb 2019 to Mar 2020
- Town of East HamptonSep 2017 to Apr 2019
- East Hampton Public SchoolsJun 2017 to Feb 2019
- Full Time StudentSep 2004 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Wj Financial Advisors, LLC
$203.4MAssets managed
274Clients
5Advisers
5 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
- 7746039
- Firm CRD
- 142761