We are dedicated to helping individuals and small businesses achieve their financial goals.
ABOUT US
CMJ Financial Group is dedicated to serving local and national clientele. CMJ advisors build relationships with each client to truly understand their financial goals. We provide financial advice and education with the highest integrity so that each client feels confident throughout the relationship.
We meet each client where they are financially. Whether you have a history of investing or are just beginning your financial journey, we can help you create an investment strategy suited to your needs. CMJ Financial Group’s goal is to work with you throughout the phases of investing: accumulation, preservation through risk management, and distribution in retirement.
CMJ has the resources and experience to assist families, individuals, small business and non-profits with their financial needs.
CORE VALUE FAMILY
“Colleagues should take care of each other, have fun, celebrate success, learn from failure, look for reasons to praise not criticize, communicate freely, and respect each other.” Sir Richard Branson
Our core value can be summarized in one word – FAMILY. We believe family summarizes all of our values: communication, trust, integrity, and respect. CMJ Financial puts people first—clients and advisors alike—just like a family puts each other first.
The success of our family-run business is defined by the relationships we build—relationships with advisors, with asset managers, and most importantly with you, the clients we serve. We share our core beliefs with each client which is what drives these strong and long-lasting relationships. CMJ Financial Group prioritizes communication with clients to help you feel confident in your investment plan.
Clients are the heartbeat of our business. At CMJ Financial Group, each advisor will always respect you and educate you to help make well informed financial decisions.
Chuck Whitley, Founder
Series 6, 63, 65 and 26
Financial Advisor
With a passion for impacting lives, I spent 25 years in education as a teacher, coach and athletic director. I helped build one of the premier athletic programs in the Southeast United States. During those 25 years, I realized the need for having a trustworthy and knowledgeable financial advisor to help me achieve my financial goals. In 1998, I was given the opportunity to join the financial services industry. I transitioned from impacting the lives of young athletes to helping clients reach their financial goals.
CMJ is founded on my 24 years of financial services experience and on the contributions of my fellow advisors who have helped me create a business with family values at the forefront. My children are also part of CMJ Financial and hopefully, one day my grandchildren will continue the legacy.
If you’re looking for me on the weekends, You can find me at the ball field or in the mountains with my grandsons.
Cell: 205-482-8228
Office: 205-987-3331
Email: Cwhitley@primerica.com
For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.
“Our passion is to help you develop and implement an investment plan that’s designed to address your individual situation.”
Learn More About Us
The individuals identified as CMJ Financial Group are affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by PFS Investments Inc., under the name, Primerica Advisors. For additional information about the program, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.
