Unclaimed Profile

Timothy Willis Jones

CJM WEALTH ADVISERS, LTD.·FAIRFAX, Virginia

Series 7, Series 6338 years registeredCJM WEALTH ADVISERS, LTD.

11320 RANDOM HILLS ROAD, FAIRFAX, VA 22030-7478CRD# 1659531Firm CRD# 107750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Willis Jones · FAIRFAX, VA

Registration

CRD #1659531 · CJM WEALTH ADVISERS, LTD. · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CJM WEALTH ADVISERS, LTD.

CJM WEALTH ADVISERS, LTD.

Sep 1987 – Feb 2018

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · September 8, 1987

Years registered · 38

Disclosure History

2008Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CJM WEALTH ADVISERS, LTD.

CRD 107750 · SEC 801-14391

AUM

$1.1B

Regulatory assets under management

Employees

2,595 client accounts

Services offered by CJM WEALTH ADVISERS, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CJM WEALTH ADVISERS, LTD. →

Introduction

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Frequently Asked Questions

What services does Timothy Willis Jones offer?

Timothy Willis Jones specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Willis Jones's credentials?

Timothy Willis Jones is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Willis Jones located?

Timothy Willis Jones is based in FAIRFAX, Virginia, last registered with CJM WEALTH ADVISERS, LTD..

How does Timothy Willis Jones charge for services?

Timothy Willis Jones's firm is compensated through percentage of aum, subscription fees, other: retirement plan consulting - percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CJM WEALTH ADVISERS, LTD.?

CJM WEALTH ADVISERS, LTD. has approximately 23 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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