CJS FINANCIAL ADVISERS / CJSF ADVISERS
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1CARL SMITH
Owner, PresidentCRD 2490551
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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