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