Karen N. Blair

CJM WEALTH ADVISERS, LTD.

Falls Church, VA 22042

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CRD#: 6821913

Professional summary

Karen Nicole Blair is a registered financial advisor currently at CJM WEALTH ADVISERS, LTD. located in Falls Church, Virginia.

Karen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Karen has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

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.

CASSADAY & CO WEALTH MANAGEMENT, LLC POSITION: Financial Planning Specialist NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/06/2022 ADDRESS: 8180 Greensboro Drive, Suite 1180, McLean VA 22102, United States DESCRIPTION: I work alongside the Principal advisors of the firm in a dedicated capacity to provide their clients with comprehensive and proactive service.I work collaboratively to develop high-level analyses in the areas of retirement, education, tax, and estate planning. My other responsibilities include reviewing investment allocations and preparing essential reports for the ongoing management of client accounts. I also assist with the onboarding of new clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Nicole Blair'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®

None

Experience

Current

March 25, 2025 - Present

CJM WEALTH ADVISERS, LTD.

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

RIA

CRD#: 107750

Falls Church, VA

Past

July 5, 2023 - February 20, 2025

CASSADAY & COMPANY, INC.

RIA

CRD#: 317672

MCLEAN, VA

Past

March 28, 2023 - September 5, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

MCLEAN, VA

Past

September 7, 2022 - February 24, 2025

OSAIC WEALTH, INC.

CRD#: 23131

MCLEAN, VA

Past

January 1, 2022 - September 6, 2022

MASON INVESTMENT ADVISORY SERVICES INC

RIA

CRD#: 111113

RESTON, VA

Past

December 20, 2017 - September 6, 2022

MASON SECURITIES, INC.

CRD#: 12967

RESTON, 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
(3/25/2025)

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 66

Date: 12/30/2021

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/20/2017

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)

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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.

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Karen N. Blair

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karen Nicole Blair's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASSADAY & COMPANY, INC.

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

MASON INVESTMENT ADVISORY SERVICES INC

MASON SECURITIES, INC.

Primary Firm SEC Registration

CJM WEALTH ADVISERS, LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2021

SIE

Date: 10/1/2018

Series 7

Date: 12/20/2017

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

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