MICHAEL A. JANKY DBA MJ WEALTH PLANNING

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
TUCSON, Arizona
CRD number
164684
Fee structure
Hourly Charges, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Michael A. Janky operates MJ Wealth Planning as a sole proprietorship focused on financial planning and insurance brokerage rather than a traditional discretionary money-management firm. The firm’s advisory activity centers on delivering hourly financial planning and selecting third‑party managers for clients, while insurance brokerage remains a core business line. MJ Wealth Planning acts as a capital allocator: it recommends or places client capital with external managers rather than running a broad in‑house investment platform. Investment approach is advisor-driven and advisor‑directed rather than built around proprietary models. For core exposures the firm favors mutual funds and insurance-based products; for more complex mandates it leverages outside managers in hedge funds, real estate and private credit. MJ Wealth Planning is not identified as an active ESG investor and is structured for a single-state practice rather than a multi‑state advisory franchise.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MICHAEL JANKY

    Owner, Chief Compliance OfficerCRD 2222084

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
PIMA
Address
3075 N Swan Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth