Robert
Smith

C & J Wealth Advisors

CRD#4651913
Investment Advisor
in Knoxville, TN

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About this Advisor

Robert Smith is a financial advisor operating out of Knoxville, Tennessee with 13 years of industry experience. Smith is currently employed by C & J Wealth Advisors. They have spent their entire employment at C & J Wealth Advisors. Smith holds Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Tennessee. C & J Wealth Advisors is a registered investment firm headquartered in Knoxville, TN. It manages $234 million in total assets across its 955 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 955 customer accounts, 41% are held by high-net-worth investors who have greater than $1 million in investable assets. C & J Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management usually are based on which service is provided. Fees charged by C & J Wealth Advisors can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9717 Cogdill Road Suite 202
Knoxville, TN 37932

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C & J Wealth Advisors Brokerage Details

Total Assets Under Management

$233,502,775

TN Average: $730,596,643
Total Number of Employees

6

TN Average: 15
Total Number of Accounts

955

TN Average: 968
Average Account Size

$244,506

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Robert Smith Work History

Robert has been registered as a financial advisor for 13 years.*

2008 - Present (16 years)

Coulter & Justus Financial Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at C & J Wealth Advisors

Daniel Reller
Knoxville, TN
Jeffrey Loos
Knoxville, TN
Jeffrey King
Knoxville, TN
Douglas Whitten
Knoxville, TN
Robert Smith
Knoxville, TN
Jennifer Huskey
Knoxville, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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