MyJWA app for iPhone and iPad

4.8 ( 9808 ratings )

Finance Business
Developer: Julius Wealth Advisors, LLC

Free

Current version: 5.13.0, last update: 1 month ago
First release : 15 Aug 2023
App size: 36.13 Mb

MyJWA is a one stop personal finance app built for clients of Julius Wealth Advisors. MyJWA allows clients to view their Investment Accounts, Net Worth, Document Vault, and more all conveniently located in one app. Built on the core values of: Integrity. Knowledge. Passion. Julius Wealth Advisors is a full service fiduciary fee-only registered investment advisor offering Financial Planning, Investment Management, and Behavioral Coaching. If you are not a current client of Julius Wealth Advisors, and would like to learn more please visit our website at www.juliuswealthadvisors.com or email us at info@juliuswealth.com.