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CJC Wealth Management

Headquartered in OLNEY, MD

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Firm Information

CJC Wealth Management is an investment advisory firm with 3 licensed agents, 4 investment advisor representatives, and 4 investment advisory functions. They have approximately $47.26 million in regulatory assets under management for 293 accounts, and provide financial planning, educational seminars, and selection of other advisors to individuals and high-net-worth individuals.

CJC Wealth Management

$47.26M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

CJC WEALTH MANAGEMENT has a total of 3 branch locations across the country.
location

Baltimore, MD

location

OLNEY, MD

location

Jacksonville, FL

Advisors at CJC Wealth Management

View All 3 Advisors
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John Voight

RA

Baltimore, MD

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Christopher John Campbell

RA

OLNEY, MD

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Chayne M Riggs

CFP®, CFC®, RA

JACKSONVILLE, FL

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Joey R Banghart

RA

OLNEY, MD

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Disclosures

There are no public disclosures for CJC Wealth Management.

Frequently Asked Questions (5)

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