Insights

Niche Market Focus C-J Advisory, Inc specializes in comprehensive financial planning, integrating multiple financial services which indicates potential opportunities to offer value-added solutions such as advanced financial software, tailored investment products, or estate planning tools.

Mid-Sized Firm With a team of 11 to 50 employees and revenue ranging between one to ten million dollars, the company presents opportunities for scalable financial technology solutions, client management platforms, and targeted marketing services aimed at growing firms.

Digital Presence Utilizing tools like Drupal, Google Analytics, and Adobe Fonts suggests an active online engagement, opening possibilities for digital marketing, content development, and customer engagement solutions to strengthen their market presence.

Competitor Insights Positioned alongside industry giants like EY and McKinsey, C-J Advisory could benefit from competitive intelligence solutions and strategic consulting services to expand their service offerings and client base.

Growth Opportunities Given the firm’s longevity since 1980 and strong industry focus, there is potential for targeted financial and operational consulting, as well as technology upgrades that can help scale their holistic advisory services to attract higher-net-worth clients.

C-J Advisory, Inc Tech Stack

C-J Advisory, Inc uses 8 technology products and services including Cloudflare CDN, Drupal, Modernizr, and more. Explore C-J Advisory, Inc's tech stack below.

Cloudflare CDN

Content Delivery Network

Drupal

Content Management System

Modernizr

Javascript Libraries

Lightbox

Javascript Libraries

Online Community Software

Wistia

Online Video Platforms

Google Analytics

Web Analytics

Adobe Fonts

Web Fonts

C-J Advisory, Inc Email Formats	Example	Percentage
First@cjadvisory.com	John@cjadvisory.com	100%

C-J Advisory, Inc Email Formats

Example

Percentage

First@cjadvisory.com

John@cjadvisory.com

100%

Frequently Asked Questions

Where is C-J Advisory, Inc's headquarters located?

C-J Advisory, Inc's main headquarters is located at 2060 The Alameda San Jose, California 95126 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is C-J Advisory, Inc's phone number?

You can contact C-J Advisory, Inc's main corporate office by phone at

+1-408-657-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is C-J Advisory, Inc's official website and social media links?

C-J Advisory, Inc's official website is cjadvisory.com and has social profiles on LinkedIn.

What is C-J Advisory, Inc's NAICS code?

C-J Advisory, Inc's NAICS code is 52 - Finance and Insurance.

How many employees does C-J Advisory, Inc have currently?

As of December 2025, C-J Advisory, Inc has approximately 11 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Founding Director: J. K.Independent Infrastructure Transaction Advisor: J. H.Receptionist/Admin Assistant: P. G.. Explore C-J Advisory, Inc's employee directory with LeadIQ.

What industry does C-J Advisory, Inc belong to?

C-J Advisory, Inc operates in the Financial Services industry.

What technology does C-J Advisory, Inc use?

C-J Advisory, Inc's tech stack includes Cloudflare CDNDrupalModernizrLightboxLinkedInWistiaGoogle AnalyticsAdobe Fonts.

What is C-J Advisory, Inc's email format?

C-J Advisory, Inc's email format typically follows the pattern of First@cjadvisory.com. Find more C-J Advisory, Inc email formats with LeadIQ.

C-J Advisory, Inc

Q: What is C-J Advisory, Inc's official website and social media links?

C-J Advisory, Inc's official website is cjadvisory.com. C-J Advisory, Inc has social profiles on LinkedIn.

Q: How many employees does C-J Advisory, Inc have currently?

C-J Advisory, Inc has approximately 11 employees.

Q: What technology does C-J Advisory, Inc use?

C-J Advisory, Inc's tech stack includes LinkedIn, AddThis, Cloudflare CDN, Glyphicons, Open Graph.

Q: What is C-J Advisory, Inc's NAICS code?

C-J Advisory, Inc's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States11-50 Employees

C-J Advisory, Inc, is an independent financial services firm that, since 1980, has offered consultation and advice on all components of financial planning. We believe that an integrated (holistic) approach is the best way to assist our clients in realizing their financial and lifestyle goals (i.e., investments relate to cash flow, which relates to income taxes, and estate taxes, and insurance coverages, and home mortgage financing, and charitable gifting, and wealth creation, and career transitions, and retirement choices).

Insights

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C-J Advisory, Inc Tech Stack

Media & News

C-J Advisory, Inc's Email Address Formats