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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

WJL FINANCIAL ADVISORS

WJL FINANCIAL ADVISORS, LLC, CRD 169711

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da9e62ad-d643-d331-ec0d-e755bfbe0e02

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2026 to Jan 28, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 6
Advisory employees: 6
Offices: 5Schedule D 1.F, beyond the principal office
Custody, client assets: $90.9M
CRD: 169711
Filings on the tape: 1
First filed: Jan 28, 2026
Latest filed: Jan 28, 2026
Organised: Limited Liability Company, NJ
Website: wjladvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM JOHN LACHANCE	Certified Financial Planner	MORRIS PLAINS, NJ	12	12	n/a	no
JAMES ANTON MOORE	Certified Financial Planner	Greenwich, CT	8	14	n/a	no
Steven Pardonner	n/a	Milford, NJ	5	22	1	no
Sudha Ramaswamy Anand	n/a	Denville, NJ	5	11	n/a	no
Michael Garrett	Certified Financial Planner	Montclair, NJ	2	25	n/a	no
James Maher	n/a	Chatham, NJ	1	11	n/a	no

Relationships

Registered with (7)

← James MaherAdvisorregistration: current employment
Sep 17, 2025 to presentfactForm ADV
← Michael GarrettAdvisorregistration: current employment
Jul 11, 2024 to presentfactForm ADV
← Sudha Ramaswamy AnandAdvisorregistration: current employment
Aug 3, 2021 to presentfactForm ADV
← Steven PardonnerAdvisorregistration: current employment
Jan 11, 2021 to presentfactForm ADV
← JAMES ANTON MOOREAdvisorregistration: current employment
Oct 25, 2017 to presentfactForm ADV
← WILLIAM JOHN LACHANCEAdvisorregistration: current employment
Jan 24, 2014 to presentfactForm ADV
← Sean Scott LovisonAdvisorregistration: previous registration
Jan 11, 2021 to Oct 2, 2023factForm ADV

Dated events

Occurred
Oct 2, 2023
Advisor changed firm
Sean Scott Lovison left Wjl Financial Advisors for Purpose Built (registered 2023-09-12)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da9e62ad-d643-d331-ec0d-e755bfbe0e02
First observed: Jan 28, 2026
Last observed: Jan 28, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WJL FINANCIAL ADVISORS

WJL FINANCIAL ADVISORS, LLC, CRD 169711

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da9e62ad-d643-d331-ec0d-e755bfbe0e02

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:08 PM UTC and rebuilt at most every 15 minutes.