Tina M. Babicz

CJM WEALTH ADVISERS, LTD.

Falls Church, VA 22042

Some features on this profile are disabled

CRD#: 4206444

Professional summary

Tina Marie Babicz, CFP®, who also goes by Tina M Babicz, is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.

Tina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Tina has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tina M Babicz

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.

1.CJM WEALTH ADVISERS, LTD., -FINANCIAL PLANNER.11320 RANDOM HILLS RD, FAIRFAX, VA 22030, INVESTMENT RELATED, 03/2000, 160HR/M, ADMINISTRATIVE, TRADING, DEVELOPMENT, FINANCIAL PLANNING. 2. FAIRFAX SCHOOLS, NOT INVESTMENT RELATED, FAIRFAX, VA, ADULT EDUCATION INSTRUCTOR, 02/2005, 5 WEEKS FOR FALL, WINTER/SPRING TERM. INSTRUCTOR OF BASIC FINANCIAL PLANNING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Marie Babicz's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2003

Experience

Current

February 21, 2006 - Present

CJM WEALTH ADVISERS, LTD.

Office #1: 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042

RIA

CRD#: 107750

Falls Church, VA

Past

March 4, 2011 - June 28, 2013

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

FAIRFAX, VA

Past

December 13, 2000 - March 14, 2011

CETERA WEALTH SERVICES, LLC

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

Virginia
(2/21/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/27/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/7/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/12/2000

General Securities Representative Examination

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CJM WEALTH ADVISERS, LTD. ADV WRAP BROCHURE (3/18/2025)

CJM WEALTH ADVISERS, LTD. ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	2,583
AUM (Assets Under Management)	$ 1,285,166,542

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tina M. Babicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tina Marie Babicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CJM WEALTH ADVISERS, LTD.

PURSHE KAPLAN STERLING INVESTMENTS

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

CJM WEALTH ADVISERS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/27/2001

Series 63

Date: 2/7/2001

Series 7

Date: 12/12/2000

Current Firm

CJM WEALTH ADVISERS, LTD.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CJM WEALTH ADVISERS, LTD.

TRUST BUT VERIFY

Similar Advisors