Katelyn Wright
Investment adviser representative at Dhjj Financial Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$623.4MFirm assets
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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
10 years in the industry.
- Dhjj Financial AdvisorsJul 2022 to now
- Cusd 200Aug 2016 to Jul 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Dhjj Financial Advisors
Legal name: Dhjj Financial Advisors, Ltd.
$623.4MAssets managed
431Clients
7Advisers
33 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
- 8151858
- Firm CRD
- 107034