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C&J Wealth Advisors Employee Directory

Financial ServicesTennessee, United States2-10 Employees

C&J Wealth Advisors is an independent, fee-based wealth management firm operating in Knoxville and Oak Ridge, Tennessee, and has been serving clients since 1982. The firm emphasizes fiduciary responsibility and integrity as core elements of its approach, aiming to align client assets with experienced, care-focused advisory services. With a focus on comprehensive wealth management, it serves individuals requiring guidance in asset stewardship and financial planning within the financial services sector. Based in Knoxville, the firm positions itself as a local advisor dedicated to managing and protecting client wealth through personalized service. A recent development in the company’s history notes that Modern Wealth Management, LLC acquired C&J Wealth Advisors, marking a significant change in ownership on July 15, 2024.

Find C&J Wealth Advisors employees' phone numbers or email addresses

C&J Wealth Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

South America
1

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  • Chile
    1

C&J Wealth Advisors's Leadership

  • President at C&J Wealth Advisors
    C. C.
    President
  • Investment Analyst & Portfolio Manager at C&J Wealth Advisors
    S. S. C.
    Investment Analyst & Portfolio Manager
  • Principal at C&J Wealth Advisors
    C. O.
    Principal
  • Staff Auditor at C&J Wealth Advisors
    J. F.
    Staff Auditor
  • Principal at C&J Wealth Advisors
    M. P.
    Principal
  • Principal at C&J Wealth Advisors
    R. Q.
    Principal
  • Financial Planner at C&J Wealth Advisors
    M. K.
    Financial Planner

C&J Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Other

Contact profiles from C&J Wealth Advisors

Name
Title
Contact
Location
Last Update
  • President at C&J Wealth Advisors
    C. C.
    President
    Oct 21, 2024
  • Investment Analyst & Portfolio Manager at C&J Wealth Advisors
    S. S. C.
    Investment Analyst & Portfolio Manager
    Jul 01, 2024
  • Principal at C&J Wealth Advisors
    C. O.
    Principal
    Oct 23, 2024
  • Staff Auditor at C&J Wealth Advisors
    J. F.
    Staff Auditor
    Oct 23, 2024
  • Principal at C&J Wealth Advisors
    M. P.
    Principal
    Oct 16, 2024
  • Principal at C&J Wealth Advisors
    R. Q.
    Principal
    Oct 22, 2024
  • Financial Planner at C&J Wealth Advisors
    M. K.
    Financial Planner
    Jun 03, 2026

Frequently Asked Questions

What is C&J Wealth Advisors known for?

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C&J Wealth Advisors was founded in 1982 and operates in the Financial Services industry. You can contact C&J Wealth Advisors's main corporate office by phone at . Explore C&J Wealth Advisors's company overview page for more information.

What is C&J Wealth Advisors's most common email format?

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C&J Wealth Advisors employees' email format typically follows the pattern of FLast@cjwealth.com. Trying to find reliable and up-to-date employee contact data? Find more C&J Wealth Advisors email formats with LeadIQ.

How many employees does C&J Wealth Advisors have currently?

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C&J Wealth Advisors has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North America and South America.

Who are C&J Wealth Advisors's key employees and leadership?

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As of July 2026, C&J Wealth Advisors's key employees include:

  • President: C. C.
  • Investment Analyst & Portfolio Manager: S. S. C.
  • Principal: C. O.
  • Staff Auditor: J. F.
  • Principal: M. P.

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