Owners

Latest Summer 2017 Quarterly Newsletter In this issue, David Greene, CFP, reflects on current markets and how to prioritize what will actually impact their growth and stability. Kevin Donovan, CFA, discusses P/E valuations and how they compare in today's market environment. With many children heading back to school, it is important to be aware of possible pitfalls to avoid while utilizing financial aid so read How Assets Impact College Aid Eligibility on FAFSA and CSS Profile. Finally, see what the CJM Team and their families were up to this summer! October 2017 Audio Update Dave, Kevin, Tracey and Tim share their thoughts on the markets so far this year, expectations for the remainder of the year, an update on Congressional bills making their way through Congress and finally some thoughts on protecting your credit given the recent Equifax security breach. Newsletter & Podcast Archive

Timothy W. Jones, CFP ® | Chairman Emeritus

Timothy W. Jones, CFP ®, MPA, currently serves as Chairman Emeritus at CJM Wealth Advisers, Ltd. Tim is a graduate of Cornell University, receiving a Bachelor of Science degree in Civil Engineering in 1969 and Master of Public Administration degree in 1971. He traveled to the Washington, DC-area in 1971 to attend Engineer Officer Basic School at Fort Belvoir and after a brief period of active duty, went to work with Fairfax County Government as the Assistant Director of the Office of Management and Budget for nine years and then as the Director of Data Processing for six years.

Tim moved into the financial planning business in 1987, getting his Certified Financial PlannerTM (CFP®) practitioner designation from the College for Financial Planning in 1989.

Tim assists with the management of the corporation, and is a mentor to the younger planners in the organization. In addition to his management responsibilities of the firm, Tim provides a full range of financial planning services including investment, retirement, and long-term care planning for his clients. Tim was also named Financial Planner of the Year in 2006 by the National Capital Area Chapter of the Financial Planning Association, and received the Lifetime Achievement Award in 2013 from the National Capital Area Chapter of the Financial Planning Association.

Tim continues his leadership and teaching practices in the local community. Tim taught courses with Fairfax County Adult Education from 1990 to 2000, as well as courses with the Fairfax Education Center, Freddie Mac, Verizon, E-Systems, and other organizations and corporations. Tim served on the Board of the International Association for Financial Planning (IAFP) for eight years, completing his service as the President from 1996-1997. Tim annually assists with the Financial Planning Association’s January Educational Symposium.

Tim has been named as one of the area’s best financial planners by Washingtonian Magazine in 2012 and 2014, and has appeared in Kiplinger’s Personal Finance, The Washington Post and FOX (DC), as a respected authority in the financial planning community.

Tim is married to Mary Ellen, his wife of 47 years. They have 3 children and 7 grandchildren and reside in Herndon, VA.

Accolades

    • Financial Planner of the Year - Timothy Jones (2006)
    • Lifetime Achievement Award - Timothy Jones (2013)
    • Best Financial Planners - Timothy Jones (2012, 2014)
    • Top Financial Planners - Timothy Jones (2011, 2012, 2013, 2014, 2015, 2016)

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