Luke Estep has been an investment adviser representative at AMJ Financial Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners. Luke Estep holds a Degree in Business Administration with a concentration in Finance from Roanoke College.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
Luke Estep is Associate Wealth Advisor of AMJ Financial Wealth Management. He joined the AMJ team in 2022 and maintains client relationships. Working with the manager of financial planning and senior wealth advisors, he uses his financial strategy skills to help clients achieve their goals.
- – present · 3 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Professional designations
Listed by AMJ Financial Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Financial Paraplanner Qualified Professional (FPQP®)
Investment adviser representative registrations
Luke Estep is registered as an investment adviser representative in Virginia, since May 2023.
- VirginiaSince 3 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Luke Christopher Estep
- CRD
- 7591509
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does Luke Estep work?
Luke Estep is an investment adviser representative registered through Amj Financial Wealth Management LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Luke Estep a financial advisor?
Yes. Luke Estep has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since May 2023.
How many years of experience does Luke Estep have?
Luke Estep has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Luke Estep passed?
Luke Estep passed the Series 65 in March 2023.
Where is Luke Estep based?
Luke Estep’s registered office is in Leesburg, VA.
Is Luke Estep registered with FINRA?
No. Luke Estep has no current broker registration.
Is Luke Estep a CFP?
AMJ Financial Wealth Management lists Luke Estep with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Luke Estep’s record?
Search CRD 7591509 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Luke Estep’s full registration record.