AdvisorOS Directory
Claim Profile
Unclaimed Profile
DG

David Deforest Greene

CJM WEALTH ADVISERS, LTD.·FALLS CHURCH, Virginia
Series 6, Series 7, Series 63, Series 65CFP24 years registeredCJM WEALTH ADVISERS, LTD.
3110 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA 22042CRD# 2797556Firm CRD# 107750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Deforest Greene · FALLS CHURCH, VA
Registration
CRD #2797556 · CJM WEALTH ADVISERS, LTD. · 24 years registered
Brand Profile
Not yet started
01

Career History

CJM WEALTH ADVISERS, LTD.
Feb 2006 – present
VALMARK ADVISERS, INC.
Apr 2002 – Feb 2006
MCLEAN, VA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · April 9, 2002
Years registered · 24
Professional designation · CFP
03

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.

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. →
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FALLS CHURCH?

Browse all registered financial advisors in FALLS CHURCH, Virginia or claim this profile if it's yours.

Browse FALLS CHURCH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Deforest Greene offer?
David Deforest Greene specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FALLS CHURCH, Virginia for a consultation.
What are David Deforest Greene's credentials?
David Deforest Greene holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is David Deforest Greene located?
David Deforest Greene 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 David Deforest Greene charge for services?
David Deforest Greene'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CJM WEALTH ADVISERS, LTD.

Brian Timothy Jones
FALLS CHURCH, VA
CFP
Timothy Willis Jones
FAIRFAX, VA
Tracey Albertson Baker
FALLS CHURCH, VA
CFP

More Advisors in FALLS CHURCH, Virginia

Richard Ronald Romero
LARA, MAY & ASSOCIATES, LLC·FALLS CHURCH, VA
CFPChFC
Edward Ronald Lara
LARA, MAY & ASSOCIATES, LLC·FALLS CHURCH, VA
CFP
Ryon Patrick Beyer
HEMINGTON WEALTH MANAGEMENT, LLC·FALLS CHURCH, VA
Mark Tompkins Vanderberg
THE BURNEY COMPANY·FALLS CHURCH, VA
Leslie David Irby
REMBERT GROUP, INC.·FALLS CHURCH, VA
Maura Campion Schauss
WASHINGTON WEALTH ADVISORS, LLC·FALLS CHURCH, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (385)MCLEAN (99)RESTON (87)ARLINGTON (74)VIRGINIA BEACH (65)ALEXANDRIA (59)CHARLOTTESVILLE (51)NORFOLK (46)VIENNA (41)ROANOKE (39)
City Guides
RICHMOND GuideMCLEAN GuideRESTON GuideARLINGTON GuideVIRGINIA BEACH Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile