Announced
Completed
Synopsis
Modern Wealth Management, a registered investment advisory firm, completed the acquisition of C&J Wealth Advisors, a wealth management firm providing financial planning, asset and risk management and retirement planning services. Financial terms were not disclosed. “This acquisition marks a significant milestone in our national expansion, enabling us to seize opportunities in the rapidly growing Knoxville market. Aligned with our commitment to delivering comprehensive financial advice, the C&J Wealth Advisors team brings a highly capable group of advisors to help execute our mission,” Jason Gordo, Modern Wealth Co-founder and President.
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