Cjm Wealth Advisers, Ltd.
Cjm Wealth Advisers, Ltd. (CRD# 107750) is a financial advisory firm headquartered in Fairfax, VA. They manage $889,769,361 in 2,204 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management890MILLION
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Total Number of Accounts2,204ACCOUNTS
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Average Account Value$403,707
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, CA, CO, CT, DC, FL, GA, LA, MA, MD, MI, NC, NJ, NY, OH, OR, PA, SC, TX, VA
Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 19 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.
Tracey Baker (CRD# 2763899) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 24 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.
Lisa Brandau (CRD# 5610319) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 8 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.
David Greene (CRD# 2797556) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 24 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.
Brian Jones (CRD# 2897351) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 22 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.
Jessica Ness (CRD# 4663296) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 15 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.
Parker Trasborg (CRD# 5643688) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 11 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.