Planning Team

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

Anthony F. Jones, CFP ®

Anthony Jones, a native Northern Virginian, joined CJM Wealth Advisers, Ltd. in 1998 and is a member of its Asset Management Team. He earned his Certified Financial Planner™ (CFP®) practitioner designation in 2003 after graduating from the Florida Institute of Technology's Financial Planning program and is a member of the Financial Planning Association of the National Capital Area.

A 1985 graduate of The College of William & Mary with a Bachelors Degree in International Relations and Latin American Studies, Anthony remains active in William & Mary's Alumni Association, both locally and nationally. He served as President and Vice President of both the Greater Metro Washington Chapter, the school's largest, and the Chapter President's Council, which represents all of William & Mary's Alumni chapters.

He has also served on the Board of Directors for the Capital Alumni Network, an all volunteer organization with over 100 member universities that is dedicated to revolutionizing the way alumni clubs network, through scholarship, service, social events and sports.

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