Fridtjov Markussen: AMJ Financial Advisor Faces $150K Complaint

A recent investor complaint against Leesburg, Virginia financial advisor Fridtjov Markussen (CRD# 4323396) alleges that his conduct resulted in six-figure damages. Financial Industry Regulatory Authority records show that he is registered as a broker with Osaic Wealth and an investment advisor with AMJ Financial Wealth Management.

Mr. Markussen’s BrokerCheck report discloses one investor complaint. Filed in September 2024, it alleges that as a representative of AMJ Financial Wealth Management, he recommended a portfolio of securities that were not in keeping with the customer’s wishes. The pending complaint alleges damages of $150,000.

AMJ Financial Wealth Management’s website includes a profile of Mr. Markussen that describes his background and experience. “He has broad experience serving clients’ investment, retirement, education funding, insurance, and risk-management needs,” it explains. “He is a Certified Financial Planner Practitioner with a special focus on strategic asset allocation and retirement income planning strategies. He is committed to helping clients achieve greater long-term financial security by providing the highest level of professional guidance.”

According to the Financial Industry Regulatory Authority, Fridtjov Markussen holds 21 years of securities industry experience. Based in Leesburg, Virginia, he has been registered as a broker with Osaic Wealth since 2024 and an investment advisor with AMJ Financial Wealth Management since 2018. His past registrations include Triad Advisors (Leesburg, Virginia; 2015-2018), Waddell & Reed (Vienna, Virginia; 2009-2013), Amerivest Investment Management (Reston, Virginia; 2006-2009), TD Ameritrade (Reston, Virginia; 2005-2009), and Legg Mason Wood Walker (McLean, Virginia; 2001-2005). His credentials include the passage of three securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; and the Uniform Combined State Law Examination, or Series 66. He is licensed in Virginia. (Information current as of November 4, 2024.)

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