About C&J Wealth Advisors
C&J Wealth Advisors is a company based in Knoxville (United States) founded in 1982 was acquired by Modern Wealth Management in July 2024. C&J Wealth Advisors operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
- Headquarter Knoxville, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
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EBITDA
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Latest Funding Round
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- Investors
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Employee Count
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Acquired by
Modern Wealth Management
(Jul 11, 2024)
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Funding Insights of C&J Wealth Advisors
Detailed funding history for CJ Wealth Advisors
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Investors in C&J Wealth Advisors
C&J Wealth Advisors has secured backing from 1 investor. Prominent investors backing the company include Modern Wealth Management.
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Wealth management services are provided to clients by the firm.
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Investor details for CJ Wealth Advisors
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Investments & Acquisitions by C&J Wealth Advisors
Investment portfolio details for CJ Wealth Advisors
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Financial Statements - CJ Wealth Advisors
Detailed financials for CJ Wealth Advisors
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C&J Wealth Advisors Comparisons
Peer comparison for CJ Wealth Advisors
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Competitors of C&J Wealth Advisors
C&J Wealth Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Northwestern Mutual is engaged in financial planning and insurance services.
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Financial services are provided to consumers and corporations worldwide.
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Detailed competitors of CJ Wealth Advisors
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Latest news on C&J Wealth Advisors
Complete news archive for CJ Wealth Advisors
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Frequently Asked Questions about C&J Wealth Advisors
C&J Wealth Advisors was founded in 1982.
C&J Wealth Advisors is headquartered in Knoxville, United States. It is registered at Knoxville, Tennessee, United States.
Gary Roth is the current CEO of C&J Wealth Advisors.
CJ Wealth Advisors was established in 1982 in Knoxville, United States, within the financial advisory sector. Services encompassing financial planning, wealth management, and investment strategies are delivered to clients. Custom retirement plans are developed to support post-retirement financial security, alongside resources for income planning and advisory needs. Operations focus on individual wealth preservation and growth, with leadership shared by Co-CEOs Gary Roth and Mike Capelle.
C&J Wealth Advisors's top competitors include Fidelity Investments, Investec and Guggenheim Partners.
C&J Wealth Advisors has 1 investor. Key investors include Modern Wealth Management.