C J Advisory, Inc. (San Jose)

C J Advisory provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

C J Advisory: assets under management

The assets under management (AUM) of C J Advisory, Inc. is $194.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 181% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $194.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.77 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 86% of the total AUM. The second-largest asset type is investment and business development companies, which make up 10% of the firm’s portfolio. Investments in cash and cash equivalents form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay C J Advisory, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Veda Ann Cassells Jones serves?

The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Veda Ann Cassells Jones is high net worth individuals with 58 clients and $97.1 million of assets under management. Among the 7 most similar advisory firms, C J Advisory has the 3rd lowest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $194.7 million for 271 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

C J Advisory doesn't advise any private funds.

Careers at C J Advisory, Inc.

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

C J Advisory, Inc. is owned by Kevin Michael Vandyke. Veda Ann Cassells Jones has been acting as President since 1 Jan 1996. Paul M Mallory joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Based in San Jose

The principal office where C J Advisory, Inc. performs its advisory services is located at 2060 The Alameda, San Jose, CA 95126 1135, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 408-345-2890 or by fax 408-345-2896. The normal business hours are 7 am-5 pm on Monday - Friday. You can find more information about the New York firm at cjadvisory.com/ and its LinkedIn profile.

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