Joey R. Banghart

CJC WEALTH MANAGEMENT

Jacksonville, FL

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CRD#: 4743465

Professional summary

Joey R Banghart, who also goes by Joey Russell Banghart, Joey Banghart, is a registered financial advisor currently at CJC WEALTH MANAGEMENT located in Jacksonville, Florida.

Joey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Joey has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joey Russell Banghart | Joey Banghart

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joey R Banghart's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2023 - Present

CJC WEALTH MANAGEMENT

RIA

CRD#: 325288

Jacksonville, FL

Past

July 23, 2014 - May 16, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

JACKSONVILLE, FL

Past

July 22, 2014 - May 16, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

JACKSONVILLE, FL

Past

October 20, 2011 - May 7, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

JACKSONVILLE, FL

Past

October 19, 2011 - May 7, 2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

JACKSONVILLE, FL

Past

April 14, 2010 - September 9, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

April 9, 2010 - September 9, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

August 14, 2009 - March 23, 2010

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

JACKSONVILLE, FL

Past

August 10, 2009 - August 10, 2009

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

JACKSONVILLE, FL

Past

August 3, 2009 - March 23, 2010

PRINCIPAL SECURITIES, INC.

CRD#: 1137

JACKSONVILLE, FL

Past

April 21, 2005 - August 7, 2009

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

JACKSONVILLE, FL

Past

February 5, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

JACKSONVILLE, FL

Past

February 5, 2004 - August 7, 2009

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

JACKSONVILLE, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

District of Columbia
(10/25/2023)

IAR

Florida
(4/16/2024)

IAR

Georgia
(3/6/2025)

IAR

Louisiana
(5/8/2024)

IAR

Maryland
(5/16/2023)

IAR

Ohio
(7/6/2023)

IAR

Texas
(5/17/2023)

IAR

Virginia
(10/16/2024)

IAR

West Virginia
(4/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/21/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/15/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/1/2013

General Securities Sales Supervisor - Options Module Examination

Current Firm

CJC WEALTH MANAGEMENT

CJC WEALTH MANAGEMENT | CJC WEALTH MANAGEMENT LLC

CRD#: 325288 / SEC#:

District of Columbia

Registered Investment Advisory firm - (10/25/2023 Approved)

Florida

Registered Investment Advisory firm - (2/14/2024 Approved)

Georgia

Registered Investment Advisory firm - (3/6/2025 Approved)

Louisiana

Registered Investment Advisory firm - (2/17/2023 Approved)

Maryland

Registered Investment Advisory firm - (2/23/2023 Approved)

Ohio

Registered Investment Advisory firm - (7/5/2023 Approved)

Texas

Registered Investment Advisory firm - (4/19/2023 Approved)

Virginia

Registered Investment Advisory firm - (9/26/2023 Approved)

West Virginia

Registered Investment Advisory firm - (4/3/2025 Approved)

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Contact information

Main Address

Olney, MD

Mailing Address

3470 Olney-laytonsville Rd, #277, Olney, MD 20832

Phone number

(301) 761-3880

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 47,259,733

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Joey R. Banghart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joey R Banghart's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/21/2005

SIE

Date: 10/1/2018

Series 7

Date: 1/20/2004

Series 10

Date: 1/15/2014

Series 9

Date: 3/1/2013

Current Firm

CJC WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CJC WEALTH MANAGEMENT

TRUST BUT VERIFY

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