Joey Banghart has been an investment adviser representative at CJC Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners.
CJC Wealth Management LLC is a firm with $122M under management, 81 clients and 3 advisers across 2 offices, as of its August 2026 filing.
Joey Banghart is a member of the investment team at CJC Wealth Management. He has more than 20 years of experience in the financial services industry, with advisory and client service roles at MetLife, Merrill Lynch and Northwestern Mutual. Before joining CJC Wealth Management, he was involved in financial planning and advisor training initiatives.
Joey Banghart’s longest registration was 8 years at Northwestern Mutual Investment Services,llc (2014–2023). Before joining CJC Wealth Management in 2023, Joey Banghart was registered through Northwestern Mutual Investment Services,llc and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- CJC Wealth ManagementCurrent– present · 3 yearsJacksonville, FL · Adviser representative · Firm CRD 325288
- Northwestern Mutual Investment Services,llc– · 8 yearsJacksonville, FL · Adviser representative · Firm CRD 2881
- Northwestern Mutual Investment Services,llc– · 2 yearsJacksonville, FL · Adviser representative · Firm CRD 2881
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearJacksonville, FL · Adviser representative · Firm CRD 7691
- Princor Financial Services Corporation– · under a yearJacksonville, FL · Adviser representative · Firm CRD 1137
- Metlife Securities Inc.– · 4 yearsJacksonville, FL · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Joey Banghart is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is Florida, in April 2024.
- FloridaSince 16 April 2024
- TexasSince 17 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 15 January 2014 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 March 2013 |
| Series 66 | Uniform Combined State Law Examination | 21 March 2005 |
| Series 7 | General Securities Representative Examination | 20 January 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Joey R Banghart
- CRD
- 4743465
- Firm
- CJC Wealth Management · CRD 325288
- Office
- Jacksonville, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cjcwealth.com
Where does Joey Banghart work?
Joey Banghart is an investment adviser representative registered through CJC Wealth Management LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Joey Banghart a financial advisor?
Yes. Joey Banghart has a current investment-adviser registration in Florida and Texas, through CJC Wealth Management since May 2023.
How many years of experience does Joey Banghart have?
Joey Banghart has 22 years in the financial industry, since June 2004, across 5 adviser firms.
What exams has Joey Banghart passed?
Joey Banghart has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in January 2004. FINRA credited Joey Banghart with the SIE, which began in October 2018.
Where did Joey Banghart work before CJC Wealth Management?
Before CJC Wealth Management, Joey Banghart was registered through Northwestern Mutual Investment Services,llc, July 2014 to May 2023; Northwestern Mutual Investment Services,llc, October 2011 to May 2014; Merrill Lynch, Pierce, Fenner & Smith Incorporated, April 2010 to September 2011; Princor Financial Services Corporation, August 2009 to March 2010; Metlife Securities Inc., April 2005 to August 2009.
Where is Joey Banghart based?
Joey Banghart’s registered office is in Jacksonville, FL.
Is Joey Banghart registered with FINRA?
No. Joey Banghart has no current broker registration.
How can I verify Joey Banghart’s record?
Search CRD 4743465 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joey Banghart’s full registration record.