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C & J WEALTH ADVISORS

KNOXVILLE, TN · CRD 133293 · IAPD ↗ · 865-481-0385

$269.9MRegulatory AUM
6Advisory reps
6Employees
8Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — C & J WEALTH ADVISORS (KNOXVILLE, TN) left the SEC roster (was $269.9M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — C & J WEALTH ADVISORS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.