Brian T. Jones
CJM WEALTH ADVISERS, LTD.
Falls Church, VA 22042
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CRD#: 2897351
Professional summary
Brian Timothy Jones, CFP® is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Core Areas of Focus
Corporate Executives
Estate & Generational Planning Issues
Generation X
High Net Worth Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Biography
Brian works primarily with couples and families who are seeking to partner with a firm that has the capabilities and infrastructure necessary in today’s ever changing financial landscape. Brian prefers working with multiple generations in the same family to address priorities such as aligning investment philosophy with personal objectives, focused engagement on a variety of wealth management topics, and ensuring a smooth transition to subsequent generations in the future.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Estate Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Timothy Jones's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
December 1, 2000 - Present
CJM WEALTH ADVISERS, LTD.
Office #1: 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042RIA
CRD#: 107750
Falls Church, VA
Past
April 8, 1998 - March 14, 2011
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
FAIRFAX, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD. | COOPER, JONES & MCLELAND, LTD. | COOPER, JONES & MCLELAND, LTD
CRD#: 107750 / SEC#: 801-14391
RIA
Registered Investment Advisory firm - (2/27/1979 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/4/2007)
IAR
Virginia(12/1/2000)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CJM WEALTH ADVISERS, LTD.
CJM WEALTH ADVISERS, LTD. | COOPER, JONES & MCLELAND, LTD. | COOPER, JONES & MCLELAND, LTD
CRD#: 107750 / SEC#: 801-14391
RIA
Registered Investment Advisory firm - (2/27/1979 Approved)PREMIUM
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Contact information
Main Address
3110 Fairview Park Drive Suite 900, Falls Church, VA 22042
Mailing Address
Phone number
(703) 425-0700
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,583 |
| AUM (Assets Under Management) | $ 1,285,166,542 |
Red Flags
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