Cjm Wealth Advisers, Ltd.

Cjm Wealth Advisers, Ltd. (CRD# 107750) is a financial advisory firm headquartered in Fairfax, VA. They manage $570,109,731 in 1,809 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    570
    MILLION
  • Total Number of Accounts
    1,809
    ACCOUNTS
  • Average Account Value
    $315,152
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
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.

CA, CO, CT, DC, DE, FL, GA, IL, LA, MD, NC, NJ, NY, OH, OR, PA, SC, TX, VA

Financial Advisors at Cjm Wealth Advisers, Ltd.
Showing 1 - 7 of 7 top financial advisors.
1
Tina M. Babicz
CRD#: 4206444
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
96
Wealthminder
score

Tina Babicz (CRD# 4206444) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 16 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
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
96
Wealthminder
score

Tracey Baker (CRD# 2763899) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 21 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
Brian T. Jones
CRD#: 2897351
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
96
Wealthminder
score

Brian Jones (CRD# 2897351) 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. 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.

4
Jessica R. Ness
CRD#: 4663296
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
96
Wealthminder
score

Jessica Ness (CRD# 4663296) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 12 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.

5
Parker G. Trasborg
CRD#: 5643688
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
96
Wealthminder
score

Parker Trasborg (CRD# 5643688) 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. 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.

6
David D. Greene
CRD#: 2797556
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
86
Wealthminder
score

David Greene (CRD# 2797556) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 21 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.

7
Timothy W. Jones
CRD#: 1659531
11320 Random Hills Road, Suite 250, Fairfax, VA 22030
86
Wealthminder
score

Timothy Jones (CRD# 1659531) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Fairfax, VA and has over 30 years of experience in the finance industry. Timothy 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.