CJM WEALTH ADVISERS, LTD.

FALLS CHURCH, Virginia·5 registered advisors·CRD# 107750
SEC# 801-143918703-425-0700
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 PlanningInvestment ManagementWealth Management
04

Advisors at CJM WEALTH ADVISERS, LTD.

5 registered advisors
Brian Timothy Jones
FALLS CHURCH, Virginia
David Deforest Greene
FALLS CHURCH, Virginia
Kim Allen Mcleland
FAIRFAX, Virginia
Timothy Willis Jones
FAIRFAX, Virginia
Tracey Albertson Baker
FALLS CHURCH, Virginia
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.