Dante Bailey
Investment adviser representative at Wj Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$203.4MFirm assets
5 yearsFirm in business
Are you Dante Bailey? Claim your profile
Contact this firm
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
10 years in the industry.
- Wj Financial Advisors, LLCJun 2026 to now
- Between EmployersDec 2025 to May 2026
- Equitable Advisors, LLCAug 2024 to Nov 2025
- HollisterJun 2022 to Nov 2022
- University of ConnecticutSep 2020 to May 2024
- CutcoJun 2020 to Sep 2020
- South Brunswick High SchoolJan 2017 to Jun 2020
- Orange High SchoolOct 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7972111
- Firm CRD
- 142761