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Brian Timothy Jones

CJM WEALTH ADVISERS, LTD.·FALLS CHURCH, Virginia
Series 7, Series 63, Series 65CFP25 years registeredCJM WEALTH ADVISERS, LTD.
3110 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA 22042CRD# 2897351Firm CRD# 107750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Timothy Jones · FALLS CHURCH, VA
Registration
CRD #2897351 · CJM WEALTH ADVISERS, LTD. · 25 years registered
Brand Profile
Not yet started
01

Career History

CJM WEALTH ADVISERS, LTD.
Dec 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · December 1, 2000
Years registered · 25
Professional designation · CFP
03

Disclosure History

2020Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
CJM WEALTH ADVISERS, LTD.
CRD 107750 · SEC 801-14391
AUM
$1.1B
Regulatory assets under management
Employees
23
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. →
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05

Frequently Asked Questions

What services does Brian Timothy Jones offer?
Brian Timothy Jones specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FALLS CHURCH, Virginia for a consultation.
What are Brian Timothy Jones's credentials?
Brian Timothy Jones holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Timothy Jones located?
Brian Timothy Jones is based in FALLS CHURCH, Virginia, working with CJM WEALTH ADVISERS, LTD.. Their office serves clients in the FALLS CHURCH metropolitan area and surrounding communities.
How does Brian Timothy Jones charge for services?
Brian Timothy 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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Other Advisors at CJM WEALTH ADVISERS, LTD.

David Deforest Greene
FALLS CHURCH, VA
CFP
Timothy Willis Jones
FAIRFAX, VA
Tracey Albertson Baker
FALLS CHURCH, VA
CFP

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