CJM WEALTH ADVISERS, LTD. of FALLS CHURCH, VA is an SEC-registered investment adviser (CRD 107750). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |