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Asset ManagerExempt Reporting Adviser · CRD 339461Private Fund Adviser

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CJ Financial

C&J Financial is the largest provider of insurance assignment funding in North America. Its mission is to relieve the funeral industry of the hassle,...

Overview

C&J Financial is the largest provider of insurance assignment funding in North America. Its mission is to relieve the funeral industry of the hassle, headache, and cash flow delay in processing insurance death claims by providing the fastest funding possible while offering the friendliest, most knowledgeable, and courteous customer service available. It handles assignment funding so funeral firms can serve families.

Website
cjf.com

General information

Firm type

Asset Manager

Year founded

1996

Location

City

Rainbow City

Principals

Jamie Meredith

Executive Vice President

Jamie Meredith

Executive Vice President

Jennifer Hill

Vice President, Post-Funding Operations

Jennifer Oliver

Vice President, Pre-Funding Operations

Chuck Gallagher

Vice President of Sales

John Mitchell

Chief Technology Officer

Tandy Blackwell

Director of Customer Loyalty

Angie Keener

Director of Quality Assurance

Morgan Childs

Director of Customer Care

Melissa Posey

Director of Customer Loyalty

Robert Jackowitz

Director of Customer Loyalty

Rob Brice

Director of Strategic Partnerships

Michael Mostofsky

Director of Business Development

James Brochu

Director of Client Relations

Jennifer Tierce

Director of Client Experience

Kristi Owens

Legal Counsel

Sector focus

funeral industry

Frequently asked questions

What investment strategy does CJ Financial follow?

CJ Financial's strategy is not disclosed in public sources. No sector focus, asset-class preference, or stage coverage has been identified.

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