CJS FINANCIAL ADVISERS / CJSF ADVISERS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
NASHUA, New Hampshire
CRD number
162503
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

CJS Financial Advisers is a small, privately held corporation that combines insurance brokerage with advisory services for individuals and small businesses. The firm positions itself as a capital allocator, primarily directing client capital into externally managed vehicles rather than running large in-house strategies. Its advisory work centers on portfolio management for smaller clients and the selection of third‑party advisers and fund managers, suggesting the firm acts as a gatekeeper to outside managers and tailored product solutions. Fee arrangements are flexible — the firm is set up to charge a percentage of assets under management, hourly fees, fixed fees and other billing formats — reflecting a willingness to work on both traditional AUM engagements and project- or retainer-style relationships. CJS Financial Advisers does not identify as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • CARL SMITH

    Owner, PresidentCRD 2490551

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHUA, NH

HILLSBOROUGH

Location

NASHUA, NH

Headquartered in NASHUA, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
HILLSBOROUGH
Address
1 Tara Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth