Joey R. Banghart
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joey R Banghart's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2023 - Present
CJC WEALTH MANAGEMENT
July 23, 2014 - May 16, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
July 22, 2014 - May 16, 2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 20, 2011 - May 7, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
October 19, 2011 - May 7, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 14, 2010 - September 9, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 9, 2010 - September 9, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 14, 2009 - March 23, 2010
PRINCIPAL SECURITIES, INC.
August 10, 2009 - August 10, 2009
PRINCIPAL SECURITIES, INC.
August 3, 2009 - March 23, 2010
PRINCIPAL SECURITIES, INC.
April 21, 2005 - August 7, 2009
MSI FINANCIAL SERVICES, INC.
February 5, 2004 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
February 5, 2004 - August 7, 2009
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2023)
(4/16/2024)
(3/6/2025)
(5/8/2024)
(5/16/2023)
(7/6/2023)
(5/17/2023)
(10/16/2024)
(4/3/2025)
Exams
Current Firm
CJC WEALTH MANAGEMENT
CRD#: 325288 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 502 |
| AUM (Assets Under Management) | $ 92,059,982 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
