C & J Wealth Advisors

C & J Wealth Advisors (CRD# 133293) is a financial advisory firm headquartered in Knoxville, TN. They manage $269,854,719 in 996 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    270
    MILLION
  • Total Number of Accounts
    996
    ACCOUNTS
  • Average Account Value
    $270,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, IN, LA, NH, SC, TN, TX

Financial Advisors at C & J Wealth Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Jennifer C. Huskey
CRD#: 4155202
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Jennifer Huskey (CRD# 4155202) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 15 years of experience in the finance industry.

2
Jeffrey M. King
CRD#: 3039028
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Jeffrey King (CRD# 3039028) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 25 years of experience in the finance industry.

3
Jeffrey A. Loos
CRD#: 2223102
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Jeffrey Loos (CRD# 2223102) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 31 years of experience in the finance industry.

4
Robert S. Smith
CRD#: 4651913
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Robert Smith (CRD# 4651913) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 21 years of experience in the finance industry.

5
Daniel S. Reller
CRD#: 7468093
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Daniel Reller (CRD# 7468093) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 2 years of experience in the finance industry.

6
Douglas L. Whitten
CRD#: 7058392
9717 Cogdill Road, Suite 202, Knoxville, TN 37932

Douglas Whitten (CRD# 7058392) is an Investment Advisor Representative working at C & J Wealth Advisors in Knoxville, TN and has over 3 years of experience in the finance industry.

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