On July 11, 2024, Modern Wealth Management announced its acquisition of C&J Wealth Advisors.
Modern Wealth Management (“Modern Wealth”) announced, on July 11, 2024, its acquisition of C&J Wealth Advisors (“C&J Wealth”). As a part of the transaction, Modern Wealth has onboarded C&J Wealth’s entire team of financial professionals. Further terms of the deal were not disclosed.
Modern Wealth, based in Monterey, California, is a registered investment advisor that provides wealth, estate and tax planning. Modern Wealth has over $3.7 billion in assets under management.
C&J Wealth, based in Knoxville, Tennessee, is a wealth management firm providing financial planning, asset and risk management, and retirement planning services. C&J Wealth manages over $260 million in client assets.
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