AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JN

Jessica R. Ness

CJM WEALTH ADVISERS, LTD.
Falls Church, VA 22042
Some features on this profile are disabled
CRD#: 4663296
JN

Professional summary


Jessica Rada Ness, CFP®, who also goes by Jessica R. Ness, Jessica Paige Rada, is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.

Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jessica has worked at 5 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases


Jessica R. Ness | Jessica Paige Rada

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.
Member of The National Association of Personal Financial Advisors (NAPFA), the standard bearer for fee-only, fiduciary financial advisors since June 3, 2021.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jessica Rada Ness'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®

Start date: 2007

Experience


Current

October 22, 2014 - Present

CJM WEALTH ADVISERS, LTD.

Office #1: 3110 Fairview Park Drive Suite 900, Falls Church, VA 22042
RIA
CRD#: 107750
Falls Church, VA
Past

September 17, 2009 - April 28, 2014

GLASSMAN WEALTH SERVICES, LLC

RIA
CRD#: 151478
MCLEAN, VA
Past

August 28, 2009 - September 4, 2009

OSAIC WEALTH, INC.

RIA
CRD#: 23131
MCLEAN, VA
Past

August 20, 2009 - September 4, 2009

OSAIC WEALTH, INC.

BD
CRD#: 23131
MCLEAN, VA
Past

March 30, 2009 - June 18, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BETHESDA, MD
Past

April 22, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

April 22, 2005 - June 18, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
BETHESDA, MD

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.
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
(10/22/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2005
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CJM WEALTH ADVISERS, LTD.
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
22

SEC notice filing (22 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts2,583
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.

Company Information


CJM WEALTH ADVISERS, LTD.

CJM WEALTH ADVISERS, LTD.

CRD#: 107750Falls Church, VA 22042

TRUST BUT VERIFY

Monitor Jessica Ness

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information


(xxx) xxx-xxxx

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics