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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

  • Stylized image of a person
    C. C.
    President
  • Stylized image of a person
    S. S. C.
    Investment Analyst & Portfolio Manager
  • Stylized image of a person
    C. O.
    Principal
  • Stylized image of a person
    M. P.
    Principal
  • Stylized image of a person
    R. Q.
    Principal
  • Stylized image of a person
    J. F.
    Staff Auditor
  • Stylized image of a person
    M. K.
    Financial Planner

Contact profiles from C&J Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. C.
    President
    Oct 21, 2024
  • Stylized image of a person
    S. S. C.
    Investment Analyst & Portfolio Manager
    Jul 01, 2024
  • Stylized image of a person
    C. O.
    Principal
    Oct 23, 2024
  • Stylized image of a person
    M. P.
    Principal
    Oct 16, 2024
  • Stylized image of a person
    R. Q.
    Principal
    Oct 22, 2024
  • Stylized image of a person
    J. F.
    Staff Auditor
    Oct 23, 2024
  • Stylized image of a person
    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 operates in the Financial Services industry; you can contact the 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 . 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 AmericaSouth 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.
  • Principal: M. P.
  • Principal: R. Q.

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