CJC Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CJC Wealth Management provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, managing roughly $122 million across four advisors. Services include development of written Investment Policy Statements, asset allocation, and the option to direct assets to third‑party managers for implementation.
The firm’s investment process draws on fundamental and quantitative analysis and modern portfolio theory to construct long‑term, diversified portfolios tailored to each client’s goals and documented risk tolerance. CJC Wealth also monitors third‑party managers it selects and issues written fiduciary acknowledgements when advising on retirement accounts.
CJC Wealth offers web‑based educational seminars on retirement planning and financial literacy to federal agencies (and occasionally clients), a service the brochure notes is educational only and provided at no charge. The firm is affiliated with an insurance agency and some representatives are licensed insurance agents who may recommend insurance products, including annuities; the brochure discloses this relationship and describes controls and disclosures intended to address the related conflicts of interest, and it notes that financial planning engagements include an annual review and renewal.
Client services
Expertise
Fee options
$0 - $3,000,000: 1.00% $3,000,001+: 0.75%
Main office
See officeOlney MD
Advisors at this office
1
Offices (3)
Most active in
District of Columbia · Florida · Georgia · Louisiana · Maryland · North Carolina · Ohio · Texas · Virginia · West Virginia
Also doing business as
Cjc Wealth Management · Cjc Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
John V
Series 65
Baltimore, MD
CJC Wealth Management
John Voight is a financial advisor at CJC Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Financial Group. In addition to his advisory role, Voight is a licensed insurance agent. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm uses fundamental and quantitative analysis coupled with modern portfolio theory to create diversified portfolios aligned with clients’ goals and risk tolerances.
Christopher C
Series 65
Olney, MD
CJC Wealth Management
Christopher Campbell is a Series 65-licensed financial advisor with CJC Wealth Management and has three years of industry experience. He is the founder and CEO of both Ace 3 Holdings, LLC, which owns CJC Wealth Management, LLC, and CJ Campbell & Associates, an insurance company. Campbell spends significant time engaged in these business activities, which include recommending insurance and annuity products as a licensed insurance agent. CJC Wealth Management offers portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across its four advisors. The firm utilizes fundamental and quantitative analysis along with modern portfolio theory to build diversified, long-term portfolios tailored to clients’ goals, and also provides educational seminars on retirement planning and financial literacy.
Joey B
Series 66
Jacksonville, FL
CJC Wealth Management
Joey Banghart is a financial advisor at CJC Wealth Management with 22 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Northwestern Mutual and Merrill. CJC Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $122 million across four advisors. The firm employs both fundamental and quantitative analysis to build diversified portfolios and offers educational seminars on retirement planning and financial literacy.
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