1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2C & J WEALTH ADVISORS

Map pinKNOXVILLE, TN
Phone865-481-0385
NotebookSEC #801-63783
Total AUM
$269.9M
Employees
6
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9717 COGDILL ROAD
SUITE 202
KNOXVILLE
TN 37932
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
865-481-0385

ReceiptFinancials

Total AUM
$269.9M
Accounts
996
Discretionary
$264.1M
Accounts
985
Non-Discretionary
$5.8M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
225
AUM
$48.3M
HNW Individual Clients
159
AUM
$214.3M
Pension/Profit Sharing Plan Clients
4
AUM
$4.4M
Charitable Organization Clients
5
AUM
$1.4M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINLANHSCTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account