C-j Advisory, Inc.
C-j Advisory, Inc. (CRD# 133665) is a financial advisory firm headquartered in San Jose, CA. They manage $147,012,475 in 744 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management147MILLION
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Total Number of Accounts744ACCOUNTS
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Average Account Value$197,597
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, TX, WA
Veda Cassells-Jones (CRD# 723846) is an Investment Advisor Representative working at C-j Advisory, Inc. in San Jose, CA and has over 30 years of experience in the finance industry. Veda Cassells-Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.