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CJM Wealth Advisers

Finance · Virginia, United States · 25 Employees

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About

Headquarters

11320 Random Hills Rd Ste 250, Fairfax, Virgini...

Phone Number

(703) 425-0700

Revenue

<$5 Million

Industry

Finance General Finance

Who is CJM Wealth Advisers

CJM Wealth Advisers, Ltd. was founded in 1978. This makes CJM one of the oldest financial planning firms in Northern Virginia. CJM Wealth Advisers,Ltd. is privately held. A number of our peers in the Washington, D.C. area have been bought by larger institutions. CJM is an independently held company and not a subsidiary of a larger company. CJM Wealth Advisers, Ltd. is a locally owned small business. All five (5) owners of CJM reside in Northern Virginia. There are a total of ten members of our Planning Team all of whom are Certified Financial Planner® (CFP) practitioners. In addition, CJM is one of a handful of firms in the Washington, D.C/metropolitan area that has a CFA (Chartered Financial Analyst) on staff. By having our own Portfolio Research Department headed by a CFA allows CJM to deliver a more custom tailored approach to each client and their respective portfolios. CJM manages more than $600 million in client assets. CJM is not a multi-billion dollar organization with thousands of clients. This means that when a client has a question and they call the office during normal working hours, they will speak with a live person. Our clients are our most important resource and we value each and every relationship we have.Read more

CJM Wealth Advisers's Social MediaPopular SearchesCjm Wealth Advisers LtdCjmCJM Wealth AdvisersCjm Investments LLCCjm Investments LtdSIC Code 62,628NAICS Code 52,523Show more

CJM Wealth Advisers Org Chart

David Greene
David Greene

Chief Executive Officer & Owner

PhoneEmail
Tracey Baker

President & Owner

PhoneEmail

PhoneEmail

PhoneEmail

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Frequently Asked Questions regarding CJM Wealth Advisers

Where is CJM Wealth Advisers located?
CJM Wealth Advisers's headquarters are located at 11320 Random Hills Rd Ste 250, Fairfax, Virginia, 22030, United States
What is CJM Wealth Advisers's phone number?
CJM Wealth Advisers's phone number is (703) 425-0700
What is CJM Wealth Advisers's official website?
CJM Wealth Advisers's official website is www.cjmltd.com
What is CJM Wealth Advisers's Revenue?
CJM Wealth Advisers's revenue is <$5 Million
What is CJM Wealth Advisers's SIC code?
CJM Wealth Advisers's SIC: 62,628
What is CJM Wealth Advisers's NAICS code?
CJM Wealth Advisers's NAICS: 52,523
How many employees does CJM Wealth Advisers have?
CJM Wealth Advisers has 25 employees
What industry does CJM Wealth Advisers belong to?
CJM Wealth Advisers is in the industry of: Finance General, Finance
What is CJM Wealth Advisers competition?
CJM Wealth Advisers top competitors include: Genesis Wealth Advisors, Selkirk Wealth Advisors, Goodrich and Associates, Stockade Wealth Management
What technology does CJM Wealth Advisers use?
Some of the popular technologies that CJM Wealth Advisers uses are: Vimeo, PHP, Shutterstock, jQuery
Who is the CEO of CJM Wealth Advisers?
CJM Wealth Advisers's CEO is David Greene
How do I contact CJM Wealth Advisers?
CJM Wealth Advisers contact info: Phone number: (703) 425-0700 Website: www.cjmltd.com
What does CJM Wealth Advisers do?

CJM Wealth Advisers, Ltd. was founded in 1978. This makes CJM one of the oldest financial planning firms in Northern Virginia. CJM Wealth Advisers, Ltd. is privately held. A number of our peers in the Washington, D.C. area have been bought by larger institutions. CJM is an independently held company and not a subsidiary of a larger company. CJM Wea... lth Advisers, Ltd. is a locally owned small business. All five (5) owners of CJM reside in Northern Virginia. There are a total of ten members of our Planning Team all of whom are Certified Financial Planner® (CFP) practitioners. In addition, CJM is one of a handful of firms in the Washington, D.C/metropolitan area that has a CFA (Chartered Financial Analyst) on staff. By having our own Portfolio Research Department headed by a CFA allows CJM to deliver a more custom tailored approach to each client and their respective portfolios. CJM manages more than $600 million in client assets. CJM is not a multi-billion dollar organization with thousands of clients. This means that when a client has a question and they call the office during normal working hours, they will speak with a live person. Our clients are our most important resource and we value each and every relationship we have.Read More

What are CJM Wealth Advisers social media links?
CJM Wealth Advisers Linkedin page CJM Wealth Advisers Facebook page
Is CJM Wealth Advisers a public company?
CJM Wealth Advisers is private company therefore does not currently have an official ticker symbol
See more information about CJM Wealth Advisers

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