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Enhancing the Investor’s Experience

Through Transparent & Custom Solutions

Learn about the Client Experience

Client
Experience

We promote a positive client experience through our transparent, customized, and proactive approach.

Custom
Solutions

We provide individual plans and custom solutions for each client based on their unique situation and goals.

Lilly
Benefits

Are you an Eli Lilly employee? Understand your benefit options and which ones support your financial goals.

Osaic Form CRS. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services reference here are independent of Osaic Wealth.

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

This communication is strictly intended for individuals residing in the states of AL, AK, AZ, AR, CA, CO, DE, FL, GA, IL, IN, KS, KY, MD, MA, MI, MS, MN, MO, MT, NE, NV, NH, NJ, NY, NC, OH, OK, PA, RI, SC, TN, TX, VA, WA, WV, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

Copyright 2024 © KJ&J Wealth
  • Client Experience
    • Working With KJ&J
    • Market Commentary
  • Financial Solutions
  • Mind Games
  • Blog
  • Lilly Benefits
  • About Us
  • Contact
  • Client Login