Modern Wealth Acquires C&J Wealth Advisors

INVESTMENT MANAGEMENT DEALS BLOG

July 31, 2024

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.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.