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Tracey Albertson Baker

CJM WEALTH ADVISERS, LTD.·FALLS CHURCH, Virginia
Series 7, Series 63, Series 65CFPClean record27 years registeredCJM WEALTH ADVISERS, LTD.
3110 FAIRVIEW PARK DRIVE, FALLS CHURCH, VA 22042CRD# 2763899Firm CRD# 107750

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tracey Albertson Baker · FALLS CHURCH, VA
Registration
CRD #2763899 · CJM WEALTH ADVISERS, LTD. · 27 years registered
Brand Profile
Not yet started
01

Career History

CJM WEALTH ADVISERS, LTD.
Aug 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 3, 1999
Years registered · 27
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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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Frequently Asked Questions

What services does Tracey Albertson Baker offer?
Tracey Albertson Baker specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FALLS CHURCH, Virginia for a consultation.
What are Tracey Albertson Baker's credentials?
Tracey Albertson Baker holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Tracey Albertson Baker located?
Tracey Albertson Baker 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 Tracey Albertson Baker charge for services?
Tracey Albertson Baker'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.

Brian Timothy Jones
FALLS CHURCH, VA
CFP
David Deforest Greene
FALLS CHURCH, VA
CFP
Timothy Willis Jones
FAIRFAX, VA

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