Where are C-J Advisory, Inc employees located globally?

C-J Advisory, Inc has employees across 4 continents and 4 countries including South Africa, Malaysia, Sweden, United States Of America.

How has C-J Advisory, Inc's team size changed over time?

C-J Advisory, Inc's team has remained stable from approximately 1 to 1 employees based on available data.

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C-J Advisory, Inc Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

C-J Advisory, Inc. is an independent financial services firm that has offered guidance on all aspects of financial planning since 1980. It pursues a holistic planning approach, integrating investments with cash flow, income taxes, estate taxes, insurance needs, mortgage financing, charitable gifting, wealth creation, career transitions, and retirement choices.

Based in San Jose, California, the firm operates in the financial services industry and serves clients seeking coordinated, long-term planning. With a small to mid-sized team, it emphasizes independent guidance and a comprehensive view that links various elements of financial life to help clients reach their goals.

C-J Advisory, Inc Global Highlights

North America
7

United States Of America
7

Africa
1

South Africa
1

Asia
1

Malaysia
1

Europe
1

Sweden
1

C-J Advisory, Inc's Leadership

J. K.
Founding Director
Mobile Phone
Email
J. H.
Independent Infrastructure Transaction Advisor
Mobile Phone
Email
G. M.
Brand Ambassador
Mobile Phone
Email
M. M.
Registered Paraplanner
Mobile Phone
Email

C-J Advisory, Inc Employee Metrics

100%

50%

2026

2025

Community & Social Services
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from C-J Advisory, Inc

Name

Title

Contact

Location

Last Update

J. K.
Founding Director
Mobile Phone
Email
MalaysiaSelangor
Apr 16, 2026
J. H.
Independent Infrastructure Transaction Advisor
Mobile Phone
Email
South AfricaWestern Cape
Jun 02, 2026
G. M.
Brand Ambassador
Mobile Phone
Email
Oct 23, 2024
M. M.
Registered Paraplanner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is C-J Advisory, Inc known for?

C-J Advisory, Inc operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-408-657-****

. Explore C-J Advisory, Inc's company overview page for more information.

What is C-J Advisory, Inc's most common email format?

C-J Advisory, Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more C-J Advisory, Inc email formats with LeadIQ.

How many employees does C-J Advisory, Inc have currently?

C-J Advisory, Inc has approximately 11 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are C-J Advisory, Inc's key employees and leadership?

As of July 2026, C-J Advisory, Inc's key employees include:

Founding Director: J. K.
Independent Infrastructure Transaction Advisor: J. H.
Brand Ambassador: G. M.
Registered Paraplanner: M. M.

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C-J Advisory, Inc Employee Directory

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