Planning Team

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. 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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