About C&J Wealth Advisors
C&J Wealth Advisors is a Financial Services company based in Knoxville (United States) founded in 1982, and was acquired by Modern Wealth Management in July 2024. Financial planning, wealth, and investment management services are provided. Its chief executive, as recorded, is Gary Roth. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters Knoxville, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Website cjwealth.com
- Social LinkedIn X Facebook
- Acquired by Modern Wealth Management (Jul 2024)
- Investors
- Acquired byModern Wealth Management
(Jul 2024)
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients by the firm. | 2023 | modwm.com | Lenexa, United States |
Investor details for CJ Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of C&J Wealth Advisors
2 people are tracked at C&J Wealth Advisors (2 in leadership).
| Name | Role | Group |
|---|---|---|
Gary Roth | Co-CEO | Leadership |
Mike Capelle | Co-CEO | Leadership |
Complete people profiles for C&J Wealth Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of C&J Wealth Advisors
2 dated milestones of C&J Wealth Advisors across 42 years, from founding to its latest funding, stage changes and deals.
- Founded C&J Wealth Advisors is founded.
- Exit Acquired by Modern Wealth Management.
Competitors of C&J Wealth Advisors
C&J Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of CJ Wealth Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as C&J Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about C&J Wealth Advisors
Complete news archive for CJ Wealth Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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 CEO of C&J Wealth Advisors, as recorded in our data.
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, Northwestern Mutual and Morgan Stanley.
C&J Wealth Advisors has 1 investor. Key investors include Modern Wealth Management.
Yes. C&J Wealth Advisors was acquired by Modern Wealth Management in July 2024.