Cjm Wealth Advisers, Ltd.

Cjm Wealth Advisers, Ltd. (CRD# 107750) is a financial advisory firm headquartered in Falls Church, VA. They manage $1,117,617,818 in 2,595 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,118
    MILLION
  • Total Number of Accounts
    2,595
    ACCOUNTS
  • Average Account Value
    $430,681
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
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 - 10 of 10 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 23 years of experience in the finance industry.

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 27 years of experience in the finance industry.

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 11 years of experience in the finance industry.

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 27 years of experience in the finance industry.

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 25 years of experience in the finance industry.

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 18 years of experience in the finance industry.

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 14 years of experience in the finance industry.

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.

9
Anthony F. Jones
CRD#: 2859161
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Anthony Jones (CRD# 2859161) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 22 years of experience in the finance industry.

10
Anthony J. Lombard
CRD#: 4564034
3110 Fairview Park Drive, Suite 900, Falls Church, VA 22042

Anthony Lombard (CRD# 4564034) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 14 years of experience in the finance industry.

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