# KEJ Financial Advisors

> KEJ Financial Advisors is a state-registered investment advisory firm, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 144759
- Filed as: KEJ FINANCIAL ADVISORS
- Legal name: KEJ Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144759
- AdvisorCensus page: https://advisorcensus.com/firm/kej-financial-advisors-144759

## Quick answers

**How is KEJ Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), KEJ Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is KEJ Financial Advisors registered with the SEC or a state?**
KEJ Financial Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 144759.

**How much does KEJ Financial Advisors manage?**
KEJ Financial Advisors reports $82,257,272 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (0% discretionary).

**What types of clients does KEJ Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); individuals (other than high net worth individuals) (4).

**Does KEJ Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144759

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $82,257,272
- Discretionary: $0
- Non-discretionary: $82,257,272

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,348,991 |
| High net worth individuals | 35 | $80,908,281 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kejfinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KEJ Financial Advisors (CRD 144759): Form ADV filing data as of October 2026.