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CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD.
FALLS CHURCH, Virginia
·
5 registered advisors
·
CRD# 107750
SEC# 801-14391
8
703-425-0700
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: RETIREMENT PLAN CONSULTING - PERCENTAGE OF PLAN ASSETS
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CJM WEALTH ADVISERS, LTD.
5 registered advisors
Brian Timothy Jones
FALLS CHURCH, Virginia
CRD# 2897351
David Deforest Greene
FALLS CHURCH, Virginia
CRD# 2797556
Kim Allen Mcleland
FAIRFAX, Virginia
CRD# 838876
Timothy Willis Jones
FAIRFAX, Virginia
CRD# 1659531
Tracey Albertson Baker
FALLS CHURCH, Virginia
CRD# 2763899
05
Office Locations
FALLS CHURCH, Virginia
3 advisors
FAIRFAX, Virginia
2 advisors
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Data sourced from SEC Form ADV filings. CJM WEALTH ADVISERS, LTD. (CRD# 107750) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.