MJ Retirement

Overview

MJ Retirement is an SEC registered investment adviser based in Carmel, IN, registered since 2012. It reports $5.5B in assets under management across 303 accounts, with 11 employees. It has 5 investment adviser representatives.

Reported AUM

$5.5B

Discretionary

33%

Accounts

303

Average account

$18.1M

Employees

11

Advisory reps

5

Registered since

2012

Jurisdictions

10

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Douglas Glen Prince Chief Executive Officer, Chief Investment Officer CRD 2711184
• Brian Stoll Chief Financial Officer CRD 8236578
• Bryan James Gross Chief Compliance Officer CRD 7887799

Advisory reps 3 of 5

• Scott Thomas Bilyou Investment Adviser Rep CRD 8276457
• Paul Anthony Donahue Investment Adviser Rep CRD 5207691
• Douglas Glen Prince Investment Adviser Rep CRD 2711184

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

571 Monon Blvd Ste 400
Carmel, IN 46032

County

Hamilton

Metro area

Indianapolis-Carmel-Anderson, IN

Region

Midwest

Registrations

• SEC registered
• Registered in 10 jurisdictions

Every state, with registration dates

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