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).
-
Total Assets Under Management220MILLION
-
Total Number of Accounts798ACCOUNTS
-
Average Account Value$276,113
- 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
AZ, CA, NH, OR, TX
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.
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.
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.