Skip to main content
menu
  • Home
  • About Us
    • Philosophy
    • Our Team
    • In The Community
    • The Ideal Client
  • What We Do
    • Guidance, Advice, Coaching
    • Estate Planning & Wealth Transfer
    • Tax Planning
    • Retirement
    • Investment Management
    • Real Estate
    • Insurance Analysis
    • Employee Benefits
    • Meeting Preparation and Presentation
    • Administrative
  • Who We Serve
    • Pre-Retirees and Retirees
    • Tech Professionals
  • Blog
  • Contact
  • Account Access
  • Form CRS

Our office is operational during the ongoing COVID-19 pandemic. We’re here to help, please reach us by phone or email.

  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Contact

Contact C-J Advisory, Inc

Call us today for a no obligation, introductory meeting. We would love the opportunity to become your trusted advisor.

2060 The Alameda
San Jose, CA 95126

clientservice@cjadvisory.com
P: (408) 345-2890
F: (408) 345-2896

Click the Map Below for Directions

Map of San Jose Financial Advisors - C-J Advisory

Contact

Phone: (408) 345-2890
Fax: (408) 345-2896
clientservice@cjadvisory.com

     

Get Directions ›

Address

2060 The Alameda
San Jose, CA 95126

C-J Advisory, Inc. is an investment adviser in San Jose, California. C-J Advisory, Inc. is registered with the Securities and Exchange Commission (SEC).  Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission.  C-J Advisory, Inc. only transacts business in states in which it is properly registered or is excluded or exempted from registration.  A copy of C-J Advisory, Inc.’s current written disclosure brochure filed with the SEC which discusses among other things, C-J Advisory, Inc.’s business practices, services and fees, is available through the SEC’s website at: www.adviserinfo.sec.gov.  Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Please refer to the disclosure and offering documents for further information concerning specific products or services.

Legal, privacy, copyright and trademark information

© 2020 C-J Advisory, Inc All rights reserved.