portrait of CJ Bare
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About CJ

Throughout my life, helping others has been an integral part of who I am. This career in financial services empowers me to make a direct positive impact on the lives of those in my community.

My aim as an advisor is to understand my clients' goals at a deeper level than just numbers on a page. I strive to build long-term relationships with everyone I serve and help them write their own unique story. From goal setting, strategy meetings, portfolio building and navigating the speed bumps life throws at us – I act as a resource and confidant, mentor and analyst,...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Insurance & Annuities

Work History

  • Edward JonesJune 2022 to Current
  • Thrive Lot, Inc.November 2019 to January 2022

Education

  • Univ of Tennessee-KnoxvilleMaster of Business Admin
  • Northeastern UnivBachelor of Science

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Gardening
  • Health & Nutrition
  • Volunteering

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 04:00PM
Tue 09:30AM - 04:00PM
Wed 09:30AM - 04:00PM
Thu 09:30AM - 04:00PM
Fri 09:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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