Overview
Assets Under Management: $270 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 159
Average Client Assets: $1.3 million
Frequently Asked Questions
C & J WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133293), C & J WEALTH ADVISORS is subject to fiduciary duty under federal law.
C & J WEALTH ADVISORS is headquartered in KNOXVILLE, TN.
C & J WEALTH ADVISORS serves 159 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, C & J WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
C & J WEALTH ADVISORS manages $270 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, C & J WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.43%
Average Client Assets: $1.3 million
Total Client Accounts: 996
Discretionary Accounts: 985
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 133293
Filing ID: 1839557
Last Filing Date: 2024-03-13 12:04:00