Joey R Banghart
Investment adviser representative at Cjc Wealth Management
12 yearsExperience
2 statesRegistered in
$121.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Cjc Wealth Management LLCMay 2023 to now
- Northwestern Mutual Investment Services LLCJul 2014 to now
- William KochJun 2014 to now
- The Gantt GroupSep 2020 to Apr 2023
- Northwestern Mutual Wealth Management CompanyJun 2015 to May 2023
- The Koch GroupJun 2014 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cjc Wealth Management
Legal name: Cjc Wealth Management LLC
$121.9MAssets managed
81Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4743465
- Firm CRD
- 325288