- Income Securities
- Preferred Stock
- Personal Guidance
Portfolios built for recurring income
C & J Securities guides individual investors and small businesses through income securities and preferred stock. We help you select assets, build a portfolio and monitor it over time.
30-day satisfaction guarantee
All investing involves risk, including possible loss of principal.
The approach
One area of the market, explained in plain language
A focused specialty
We concentrate on income securities and preferred stock. We do not offer a broad menu of products. Our attention stays on one area of the market.
Guidance on asset selection
We review issuers, structures, call features and yield terms with you. Each security is explained in plain language before you decide.
“Income investing rewards patience, research and clear communication.”
What we believe
Portfolios built around your goals
We design each portfolio around your income objectives, time frame and comfort with risk. Diversification is part of every plan.
Ongoing monitoring
Markets, rates and issuers change. We track your holdings and flag calls, maturities and credit events that may require a decision.
Personal, direct service
You work with a named advisor, not a call queue. Questions get clear answers and written follow-up.
Services and fees
Every fee, listed openly
Consultation and construction fees are billed once, after the service is scheduled. Ongoing monitoring is billed monthly.
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Initial Income Consultation
One-timeA one-on-one session to review your income objectives, current holdings and risk tolerance, followed by a written summary.
$350 one-time -
Income Portfolio Construction
One-timeA written portfolio proposal of income and preferred securities, with the reasoning, risks and costs for each position, plus implementation support.
$1,500 one-time -
Ongoing Portfolio Monitoring
Monthly$225/monthRegular review of your holdings, alerts on calls, maturities and issuer events, and scheduled check-ins with your advisor.
Renews automatically each month until cancelled. To cancel, contact us in writing. contact our support team
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Small Business Income Review
One-timeAn analysis of a small business's surplus cash and investment options in income securities, aligned with its liquidity needs.
$900 one-time -
Preferred Securities Review
Up to five securitiesAn in-depth review of up to five preferred securities you already hold or are considering, covering structure, call terms and key risks.
$300 per review
30-day satisfaction guarantee
All investments involve risk, including possible loss of principal. Read our Refund Policy and Disclaimer before you begin.
From first call to monitoring
Three steps, each one in writing
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Initial consultation
We discuss your income objectives, time frame, existing holdings and risk tolerance. No commitment is required to continue.
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Portfolio proposal
We present a written proposal with the suggested securities, the reasoning behind each one, the key risks and all fees.
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Build and monitor
Once you approve, we help implement the portfolio and review it regularly with you, adjusting as conditions change.
How we work
- Fees listed openly on this page
- Every recommendation explained in writing
- contact our support team
The firm
About C & J Securities
C & J Securities is a financial services firm dedicated to income-focused investing. Our work centers on income securities and preferred stock for individual investors and small businesses.
We believe income investing rewards patience, research and clear communication. That is why we explain each holding, disclose every fee and stay in contact as your portfolio evolves.
contact our support team
To help investors pursue recurring income through careful security selection, disciplined portfolio construction and honest, personal service.
Our missionC & J Securities , LLC · Reg. 202462015665 · 6563 Paxton Ct Yucca Valley, CA 92284 · [email protected] · (213) 555-5278
Questions
Before you schedule
What types of securities do you focus on?
We focus on income securities, such as bonds and other fixed-income instruments, and on preferred securities. We help you understand how each one works, including its risks.
Can you guarantee income or returns?
No. All investments involve risk, including possible loss of principal. Dividends and interest can be reduced, deferred or suspended, and securities can be called or lose value. Past performance does not indicate future results.
How does payment work?
Consultation and portfolio construction fees are billed once, after the service is scheduled. Ongoing monitoring is billed monthly. Accepted payment methods: contact our support team.
How do I cancel ongoing monitoring?
You can cancel the monthly monitoring service by contacting us in writing. contact our support team
How do I request a refund?
Send a written request to our team with your name and the service in question. contact our support team
How soon can I get started?
After you request a consultation, we contact you to schedule it. contact our support team
Is there a minimum investment?
contact our support team
Where are my assets held?
contact our support team
Are you registered with financial regulators?
contact our support team
Start with a conversation
Tell us about your income objectives. We will explain our approach, our fees and the risks involved, so you can decide with clarity.
Schedule a Consultation