ABOUT

Why C&J Wealth Advisors?

Why C&J Wealth Advisors?

Why C&J Wealth Advisors?

Why C&J

Wealth Advisors?

Your needs are our driving priority.

Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.

Your needs are our 

driving priority.

Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.

Your needs are our 

driving priority.

Our team upholds a strict and long-standing commitment to the fiduciary standard, putting your best interests above all else. We are not driven by commissions, product agendas or any motivation other than being of service to you. Our integrity and commitment are defining characteristics of our culture and have been steadfast since the firm was founded in 1982.

Our Firm

Access knowledgeable guidance from credentialed decision-makers.

Each of our advisors and leadership team members upholds an active, ongoing commitment to maintaining the most up-to-date professional education and specializations. From training with Ed Slott’s Elite IRA Advisor Groupâ„  to continuing education programs from prestigious industry associations like the Investment & Wealth Institute and the CFP® Board, we never stop learning and working to provide the best service possible. Our in-house investment analyst is available to answer your questions and provide transparency in the due-diligence and research processes that go into the design of each of our portfolio strategies. Meet our team.

Our Firm

Access knowledgeable guidance from credentialed decision-makers.

Each of our advisors and leadership team members upholds an active, ongoing commitment to maintaining the most up-to-date professional education and specializations. From training with Ed Slott’s Elite IRA Advisor Groupâ„  to continuing education programs from prestigious industry associations like the Investment & Wealth Institute and the CFP® Board, we never stop learning and working to provide the best service possible. Our in-house investment analyst is available to answer your questions and provide transparency in the due-diligence and research processes that go into the design of each of our portfolio strategies. Meet our team.

Optimize your resources with a comprehensive planning approach.

From providing tax-smart savings and investment strategies to transitioning your life savings into providing a predictable retirement paycheck, we are here to help maximize your finances and navigate you throughout life’s many milestones. By organizing your assets and providing guidance and accountability, we will help you stay on track to define and reach your long-term financial goals. Learn more about our approach.

Optimize your resources with a comprehensive planning approach.

From providing tax-smart savings and investment strategies to transitioning your life savings into providing a predictable retirement paycheck, we are here to help maximize your finances and navigate you throughout life’s many milestones. By organizing your assets and providing guidance and accountability, we will help you stay on track to define and reach your long-term financial goals. Learn more about our approach.

Personal, local service with a commitment to our community.

We think of our clients as friends and neighbors and believe in providing education and straight talk. Through our consultative meeting process, regular educational events and content resources, we offer timely insights to help make sense of the current market and economic environment. 


As a local, independent business, we also play an active role in supporting and volunteering for organizations that make our communities better, including:


Personal, local service with a commitment to our community.

We think of our clients as friends and neighbors and believe in providing education and straight talk. Through our consultative meeting process, regular educational events and content resources, we offer timely insights to help make sense of the current market and economic environment. 


As a local, independent business, we also play an active role in supporting and volunteering for organizations that make our communities better, including:


Our Team

Mark King, CFP®

President & CCO | Personal Wealth Consultant

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998. 


Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.


As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.


When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.

Mark King, CFP®

President & CCO | Personal Wealth Consultant

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998. 


Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.


As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.


When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.

Mark King, CFP®

President | Personal Wealth Consultant

Mark is a CERTIFIED FINANCIAL PLANNER™ professional and is the primary relationship manager for our Oak Ridge clientele and oversees the retirement income planning and investment management process. Mark began his career in the financial services industry in 1998. 


Prior to joining the firm in 2003, Mark was a Financial Services Representative at ORNL Federal Credit Union. Mark has spent most of his career focused on retirement income planning issues for retirees of the Department of Energy Facilities located in Oak Ridge, Tennessee, and its supporting contractors.


As part of C&J Wealth Advisors commitment to continuing education, Mark is a member of the Financial Planning Association (FPA) and a Master Elite Member of Ed Slott’s Elite IRA Advisor Groupâ„ , an exclusive organization of financial advisors who are dedicated to being thought leaders in the IRA industry. Membership in this prestigious group includes aggending two study groups per year with Ed Slott's "America's IRA Experts" and passing two exams on expertise regarding the latest IRA rules.


When not working, Mark enjoys golf, being outdoors, travel, and spending time with family & friends.

Scott Smith, CIMA®

Partner | Portfolio Manager & Investment Analyst

Scott is a Certified Investment Management Analyst SM professional and is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios. Scott is also the editor of the quarterly client investment letter. His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives. His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.


Prior to joining the firm in 2008, Scott worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta. He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee, where he had the pleasure of meeting Warren Buffet three times. He is also a member of the Investment & Wealth Institute.


Scott is blessed with four sons and two daughters that are the joys of his life. He is a member of Providence Church and The Rotary Club of Oak Ridge. In his spare time, Scott enjoys playing basketball, tennis and relaxing with a good book.

Scott Smith, CIMA®

Partner | Portfolio Manager & Investment Analyst

Scott is a Certified Investment Management AnalystSM professional and is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios. Scott is also the editor of the quarterly client investment letter. His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives. His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.

Prior to joining the firm in 2008, Scott worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta. He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee, where he had the pleasure of meeting Warren Buffet three times. He is also a member of the Investment & Wealth Institute.

Scott is blessed with four sons and two daughters that are the joys of his life. He is a member of Providence Church and The Rotary Club of Oak Ridge. In his spare time, Scott enjoys playing basketball, tennis and relaxing with a good book.

Scott Smith, CIMA®

Partner | Portfolio Manager & Investment Analyst

Scott is a Certified Investment Management AnalystSM professional and is responsible for investment strategy, manager search and selection, research and analysis of individual equities, and management of the firm’s model portfolios. Scott is also the editor of the quarterly client investment letter. His greatest satisfaction comes from the role he plays in helping our clients achieve their financial goals and objectives. His intellectual curiosity, honesty, humility and discipline help our clients navigate the constantly changing market landscape.

Prior to joining the firm in 2008, Scott worked as a private investment manager in Jackson, Tennessee, along with working as an analyst for a private investment fund in Atlanta. He graduated Cum Laude in 2001 with a degree in finance from the University of Tennessee, where he had the pleasure of meeting Warren Buffet three times. He is also a member of the Investment & Wealth Institute.

Scott is blessed with four sons and two daughters that are the joys of his life. He is a member of Providence Church and The Rotary Club of Oak Ridge. In his spare time, Scott enjoys playing basketball, tennis and relaxing with a good book.

Jeff Loos, ChFC®
, LUTCF

Personal Wealth Consultant

Jeff is dedicated to providing clients comprehensive wealth management services, including insurance, asset management and financial planning for both the Knoxville and Tri-Cities areas. His areas of expertise include insurance planning and review, asset accumulation, distribution planning and business continuation consultation.

Jeff began his career working as an insurance agent in 1989 with Mass Mutual, followed by nine years in the First Tennessee Bank Wealth Management Division. In 2007, he started his own financial services firm before merging into Coulter & Justus Financial Services in May 2010. Jeff graduated from the University of Tennessee, Knoxville with a B.S. in Finance in 1989 and holds the Chartered Financial Consultant (ChFC®) and the Life Underwriting Training Fellow (LUTCF) designations.

Jeff is married with nine children and enjoys Crappie fishing, basketball and going to the lake with family. He also has a personal interest in helping families who are seeking adoption.

Jeff Loos, ChFC®, LUTCF

Personal Wealth Consultant

Jeff is dedicated to providing clients comprehensive wealth management services, including insurance, asset management and financial planning for both the Knoxville and Tri-Cities areas. His areas of expertise include insurance planning and review, asset accumulation, distribution planning and business continuation consultation.

Jeff began his career working as an insurance agent in 1989 with Mass Mutual, followed by nine years in the First Tennessee Bank Wealth Management Division. In 2007, he started his own financial services firm before merging into Coulter & Justus Financial Services in May 2010. Jeff graduated from the University of Tennessee, Knoxville with a B.S. in Finance in 1989 and holds the Chartered Financial Consultant (ChFC®) and the Life Underwriting Training Fellow (LUTCF) designations.

Jeff is married with nine children and enjoys Crappie fishing, basketball and going to the lake with family. He also has a personal interest in helping families who are seeking adoption.

Jeff Loos, ChFC®, LUTCF

Personal Wealth Consultant

Jeff is dedicated to providing clients comprehensive wealth management services, including insurance, asset management and financial planning for both the Knoxville and Tri-Cities areas. His areas of expertise include insurance planning and review, asset accumulation, distribution planning and business continuation consultation.

Jeff began his career working as an insurance agent in 1989 with Mass Mutual, followed by nine years in the First Tennessee Bank Wealth Management Division. In 2007, he started his own financial services firm before merging into Coulter & Justus Financial Services in May 2010. Jeff graduated from the University of Tennessee, Knoxville with a B.S. in Finance in 1989 and holds the Chartered Financial Consultant (ChFC®) and the Life Underwriting Training Fellow (LUTCF) designations.

Jeff is married with nine children and enjoys Crappie fishing, basketball and going to the lake with family. He also has a personal interest in helping families who are seeking adoption.

Jill Hudgins

Client Services

Jill has been with the firm since 2003. She provides support to the entire office and handles the day-to-day tasks that help to keep the office running smoothly. She also is responsible for the management of client appointments and oversees the paperwork process for all accounts.

When not working, Jill and her husband, Larry, enjoy boating, camping, hiking, and spending time with their friends and family.

Jill Hudgins

Client Services

Jill has been with the firm since 2003. She provides support to the entire office and handles the day-to-day tasks that help to keep the office running smoothly. She also is responsible for the management of client appointments and oversees the paperwork process for all accounts.

When not working, Jill and her husband, Larry, enjoy boating, camping, hiking, and spending time with their friends and family.

Jill Hudgins

Client Services

Jill has been with the firm since 2003. She provides support to the entire office and handles the day-to-day tasks that help to keep the office running smoothly. She also is responsible for the management of client appointments and oversees the paperwork process for all accounts.

When not working, Jill and her husband, Larry, enjoy boating, camping, hiking, and spending time with their friends and family.

Jenny Huskey

Client Services

Jenny joined the firm in March 2005 and is a licensed investment advisor representative. She has a B.A. in International Business from the University of Tennessee and an M.S. in Finance & Trade from Bayes Business School, City, University of London. Her responsibilities for the firm include overseeing compliance and office operations to ensure accuracy of procedures and systems.

Jenny and her husband, Brian, have a daughter, Alta. They enjoy travel, running, climbing, reading, and spending time with family and friends.

Jenny Huskey

Client Services

Jenny joined the firm in March 2005 and is a licensed investment advisor representative. She has a B.A. in International Business from the University of Tennessee and an M.S. in Finance & Trade from Bayes Business School, City, University of London. Her responsibilities for the firm include overseeing compliance and office operations to ensure accuracy of procedures and systems.

Jenny and her husband, Brian, have a daughter, Alta. They enjoy travel, running, climbing, reading, and spending time with family and friends.

Jenny Huskey

CCO & COO | Compliance & Operations

Jenny joined the firm in March 2005 and is a licensed investment advisor representative. She has a B.A. in International Business from the University of Tennessee and an M.S. in Finance & Trade from Bayes Business School, City, University of London. Her responsibilities for the firm include overseeing compliance and office operations to ensure accuracy of procedures and systems.

Jenny and her husband, Brian, have a daughter, Alta. They enjoy travel, running, climbing, reading, and spending time with family and friends.
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