Cjm Wealth Advisers, Ltd.

Cjm Wealth Advisers, Ltd. (CRD# 107750) is a financial advisory firm headquartered in Falls Church, VA. They manage $1,130,167,814 in 2,330 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,130
    MILLION
  • Total Number of Accounts
    2,330
    ACCOUNTS
  • Average Account Value
    $485,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

Financial Advisors at Cjm Wealth Advisers, Ltd.
Showing 1 - 8 of 8 top financial advisors.
1
Tina M. Babicz
CRD#: 4206444
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 21 years of experience in the finance industry. Tina Babicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tracey A. Baker
CRD#: 2763899
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Tracey Baker (CRD# 2763899) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 25 years of experience in the finance industry. Tracey Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Lisa A. Brandau
CRD#: 5610319
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Lisa Brandau (CRD# 5610319) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 9 years of experience in the finance industry. Lisa Brandau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David D. Greene
CRD#: 2797556
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

David Greene (CRD# 2797556) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 25 years of experience in the finance industry. David Greene has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Brian T. Jones
CRD#: 2897351
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Brian Jones (CRD# 2897351) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 24 years of experience in the finance industry. Brian Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jessica R. Ness
CRD#: 4663296
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Jessica Ness (CRD# 4663296) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 16 years of experience in the finance industry. Jessica Ness has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Parker G. Trasborg
CRD#: 5643688
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Parker Trasborg (CRD# 5643688) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 12 years of experience in the finance industry. Parker Trasborg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Griffin Baker
CRD#: 5383950
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Griffin Baker (CRD# 5383950) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has 1 year of experience in the finance industry. Griffin Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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