AJ
Ashley Jane Wilken
CRD 6951420
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| The Rice Partnership, Llc | Registered representative | 07/20/2026 |
| Wealthjar Investment Advisory, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
The Rice Partnership, Llc
Senior Wealth Manager, Portfolio Manager · 5% – 10% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗