C-j Advisory, Inc.

C-j Advisory, Inc. (CRD# 133665) is a financial advisory firm headquartered in San Jose, CA. They manage $220,338,431 in 798 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    798
    ACCOUNTS
  • Average Account Value
    $276,113
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NH, OR, TX

Financial Advisors at C-j Advisory, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Janet L. Josselyn
CRD#: 6191927
2060 The Alameda, San Jose, CA 95126

Janet Josselyn (CRD# 6191927) is an Investment Advisor Representative working at C-j Advisory, Inc. in San Jose, CA and has over 7 years of experience in the finance industry.

2
Christian F. Kruse
CRD#: 2994299
2060 The Alameda, San Jose, CA 95126

Christian Kruse (CRD# 2994299) is an Investment Advisor Representative working at C-j Advisory, Inc. in San Jose, CA and has over 22 years of experience in the finance industry. Christian Kruse 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.

3
Kyle J. Thompson
CRD#: 5291280
2060 The Alameda, San Jose, CA 95126

Kyle Thompson (CRD# 5291280) is an Investment Advisor Representative working at C-j Advisory, Inc. in San Jose, CA and has over 13 years of experience in the finance industry.

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