Jeffrey Mark King

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 06/2024
  C & J Wealth Advisors
  Knoxville, TN
• 06/2024 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2005-02-22 → 2024-07-15
  C & J Wealth Advisors
  Oak Ridge, TN
  Knoxville, TN
• 2004-03-24 → 2005-03-31
  Investment Planning Services, Inc.
  Oak Ridge, TN

Other Businesses

1998-PRESENT: INDEPENDENT INSURANCE AGENT/INSURANCE RELATED/OAK RIDGE, TN/INSURANCE AGENT/INSURANCE PRODUCTS AND SERVICES VIA UNAFFILIATED ISSUERS/MAY INVOLVE 10% OR MORE TIME EACH MONTH, INCLUDING DURING MARKET HOURS.//

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-28
• S63 Uniform Securities Agent State Law Examination
  1998-04-08

Designations

• Certified Financial Planner

Other Names

• Mark King
• J. Mark King