Our Story

Who We Are

Our firm was originally formed as Legacy Financial Group, based in Tucson, AZ. After several years, founder Steve Przewlocki partnered with Steve James and the practice moved to Cambridge Investment Research. A second location was opened in Tempe, AZ and fast forward a few more years, the Steves changed name of their private practice to Przewlocki James, while growing an Enterprise (OSJ) under the current name of PJ Advisor Group.

Embracing the Cambridge culture of independence, and assembling an experienced management team, has allowed us to grow to a like-minded group of 75 Advisors who collectively manage over $3 billion in assets. ¹

Sadly, Steve Przewlocki passed in 2019 leaving behind a legacy of excellence. He is survived by his wife Susan, two children, Amelia and Kristen, and five grandchildren.

Steve James continues to serve as our Managing Partner while running his own successful practice. Click here to learn more about Steve and the rest of our leadership team.

¹ As of Sep2021

Our Core Values

Integrity

Commitment

Flexibility

Kindness

Loyalty

Address

430 W. Warner Rd., Ste. 123
Tempe, AZ 85284

Email

support@pjadvisorgroup.com

Call Us

480-687-4234

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and PJ Advisor Group are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, PJ Advisor Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

PJ Advisor Group