Parker G. Trasborg

CJM WEALTH ADVISERS, LTD.

Falls Church, VA 22042

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CRD#: 5643688

Professional summary

Parker Gerard Trasborg, CFP® is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.

Parker is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Parker has worked at 2 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

What are your service offerings?

Education Planning

Retirement Planning

Investment Planning

Retirement Income Management

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

High Net Worth Client Needs

Investment Advice with Ongoing...

Millennials

Retirement Planning & Distribu...

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Gerard Trasborg'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: 2012

Experience

Current

March 7, 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

June 11, 2009 - November 15, 2010

WADDELL & REED

RIA

CRD#: 866

WYOMISSING, PA

Past

April 21, 2009 - November 15, 2010

WADDELL & REED

CRD#: 866

WYOMISSING, PA

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
(3/7/2014)

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

Series 63

Date: 10/20/2009

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/10/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 4/20/2009

Investment Company Products/Variable Contracts 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)

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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

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.

Contact information

(xxx) xxx-xxxx

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Parker G. Trasborg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parker Gerard Trasborg's CRS (Customer Relationship Summary).

Certified licenses

Experience

CJM WEALTH ADVISERS, LTD.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

CJM WEALTH ADVISERS, LTD.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/20/2009

Series 65

Date: 6/10/2009

Series 6

Date: 4/20/2009

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

Contact information

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