# CJM WEALTH ADVISERS, LTD.

CJM WEALTH ADVISERS, LTD. of FALLS CHURCH, VA is an SEC-registered investment adviser.

## Registration

- CRD: 107750
- Type: SEC-registered investment adviser
- SEC file number: 801-14391
- Location: 3110 FAIRVIEW PARK DRIVE, SUITE 900, FALLS CHURCH, VA, 22042
- Phone: 703-425-0700
- Latest filing: 2026-07-20
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $69.7M
- Clients: 13
- Accounts: 2,562

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Tracey Albertson Baker | PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Brian Timothy Jones | CHAIRMAN/SECRETARY/PRINCIPAL | — |
| David Deforest Greene | CEO/TREASURER/PRINCIPAL | — |
| JONES TIMOTHY WILLIS | CHAIRMAN EMERITUS; CHAIRMAN/SECRETARY | — |
| MCLELAND KIM ALLEN | PRESIDENT/TREASURER; PRESIDENT/TREASURER/CCO; PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| BRADY CLAUDIA CORACCI | SENIOR VICE PRESIDENT | — |
| ALBERTSON ROBERT LYTLE | SENIOR VICE PRESIDENT | — |
| BAKER TRACEY ALBERTSON | EXECUTIVE VICE PRESIDENT/PRINCIPAL; EXECUTIVE VICE PRESIDENT/PRINCIPAL/CHIEF COMPLIANCE OFFICER; FINANCIAL PLANNER (+2 more) | — |
| JONES BRIAN TIMOTHY | CHAIRMAN/SECRETARY/PRINCIPAL; EXECUTIVE VICE PRESIDENT/PRINCIPAL; FINANCIAL PLANNER (+1 more) | — |
| BRESNICK TERRY ALAN | FINANCIAL PLANNER | — |
| GREENE DAVID DEFOREST | CEO/TREASURER/PRINCIPAL; EXECUTIVE VICE PRESIDENT/PRINCIPAL; VICE PRESIDENT | — |
| Jessica Rada Ness | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107750/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107750/similar
- Related entities: https://search.stillhousedata.com/firm/107750/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107750

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.