Unclaimed Profile

Jeffrey Mark King

COULTER & JUSTUS FINANCIAL SERVICES, LLC·KNOXVILLE, Tennessee

Series 6, Series 7, Series 24, Series 31, Series 63, Series 65Clean record22 years registeredCOULTER & JUSTUS FINANCIAL SERVICES, LLC

9717 COGDILL ROAD, KNOXVILLE, TN 37932CRD# 3039028Firm CRD# 133293

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Mark King · KNOXVILLE, TN

Registration

CRD #3039028 · COULTER & JUSTUS FINANCIAL SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Jul 2024 – present

C & J WEALTH ADVISORS

Feb 2005 – Jul 2024

KNOXVILLE, TN

INVESTMENT PLANNING SERVICES, INC.

Mar 2004 – Mar 2005

OAK RIDGE, TN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 24, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COULTER & JUSTUS FINANCIAL SERVICES, LLC

CRD 133293 · SEC 801-63783

AUM

$270M

Regulatory assets under management

Employees

996 client accounts

Services offered by COULTER & JUSTUS FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at COULTER & JUSTUS FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Mark King offer?

Jeffrey Mark King specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Jeffrey Mark King's credentials?

Jeffrey Mark King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Mark King located?

Jeffrey Mark King is based in KNOXVILLE, Tennessee, working with COULTER & JUSTUS FINANCIAL SERVICES, LLC. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Jeffrey Mark King charge for services?

Jeffrey Mark King's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COULTER & JUSTUS FINANCIAL SERVICES, LLC?

COULTER & JUSTUS FINANCIAL SERVICES, LLC has approximately 6 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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