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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison vectorTimber element
- Established Date
- 02-23-2023
- Office Locations
- 3
Office Locations
About CJC Wealth Management
CJC Wealth Management provides comprehensive financial planning and ongoing portfolio management with a retirement-focused, highly personalized approach. The firm uses a proprietary process tailored to each client—starting with analysis of federal or private-sector benefits and then identifying plan inefficiencies to align goals and retirement income needs. Investment implementation uses public funds (including mutual funds) and risk-management tools, with custody support including Schwab and Fidelity/NFS.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER JOHN CAMPBELL
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #4604217
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
JOEY R BANGHART
--
- CRD
- #4743465
Chayne M Riggs
Financial Professional
- CRD
- #6600053
Beacon quantum
Matrix north element
- CRD
- #14434
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,906,496 | -- |
| Non-Discretionary | $0 | -- |
| Total | $121,906,496 | -- |
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Separately Managed Accounts
Total SMA Asset: $121,906,496
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $562,098,902 | 100.0% |
| Total | $562,098,902 | 100.0% |