Advisor Details

Advisor Details

Financial Advisor in Fort Worth, TX with 8 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 181988

Personal Bio

After working decades in the insurance and financial services industry, Wes left insurance to do full-time financial planning and investment advising.  Wes is the founder of SJK Financial Planning (SJK are the initials of Wes’ children).

Wes has a Bachelor of Business Administration from the University of North Texas majoring in Financial Planning.  Wes is a Certified Financial Planning Professional™.  Wes is an active member of the National Association of Personal Financial Advisers (NAPFA), the XY Planning Network, and a member DFW chapter of the Financial Planning Association (FPA).

Wes enjoys the outdoors participating in backpacking, hunting, fishing, canoeing, and camping. He likes to cook, garden and read. He has a passion for old movies and is a Turner Classic Movie fan.  Wes says, “I love good story telling, that’s what I look for in old movies”.  Expect Wes to listen to your story and dreams; then work in a sincere manner to help you reach those dreams.

Firm Name

SJK Financial Planning, L.L.C.

Firm Bio

SJK Financial Planning is a FEE ONLY planning firm.  We do not accept commissions or kickbacks from investments and financial firms.  We work for you, the client, and the only person who pays us is, you the client.  We keep our fees transparent and low.

SJK Financial Planning maintains low overhead and we constantly keep our expenses low so that we can pass on to our clients a fee structure less than most of our competitors.

The first consultation is always free, so we may determine if we can be of any benefit to the client.

Firm SEC Form ADV

Total Assets Under Management

$24000000

Firm SEC/CRD #

173268

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

logo

Education

University of North Texas
Bachelors of Business Administration
Duration: 2011 - 2013

License(s)

Series 65

Advisor SEC/CRD #

1673397

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Are you a Fiduciary?

    Yes

    Do you receive any commissions or fees based upon financial products that you provide to your clients?

    No

    Methods of Compensation

    Fee-Only

    Specialties

    Preferred Client Type

    Membership Associations

    Financial Planning Association (FPA)

    National Association of Personal Financial Advisors (NAPFA)

    Certified Financial Planner Board of Standards (CFPBS)

    XY Planning Network

    Personal Blog

    Publications Featured In

    Other

    We don’t like to lose money. We encourage clients to take themost conservative route to their goals. Our investment recommendations are intended to work for the client’s long-term goals.

    We believe in the weak form of the Efficient Market Hypothesis. We don’t engage in market timing or classical technical analysis. We use appropriate mathematical measures of risk and return. The standard deviation is our primary measure of risk and we use the Sharpe Ratio for risk adjusted returns.

    We believe a tactical asset allocation is the most important determinant for long-term portfolio performance.

    Wes Shannon

Contact:

2833 Crockett Street
Fort Worth, TX 76107

rws@sjkfinancialplanning.com, rws@sjkfinancialplanner.com

(682) 350-1055

Schedule an Introduction

Leave a Review

Your email address will not be published. Required fields are marked *

Rate your overall experience with this Financial Advisor.

  • Add Your Listing to Financial Advisors.com Sign Up With Us Here: