Client Access - Account View

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

CJM Wealth Advisers, Ltd. offers clients the most up to date account information via the two portal options below. You can access account summaries via the NetX Investor portal or you can visit the CJM Client Portal for account summaries plus additional performance reports, newsletters and other client specific documentation.




CJM’s Client Portal provides you with online access to your investment accounts, statements, and fund positions in a mobile friendly format. In addition, you can have instant access to balances, portfolio holdings, account activity with the touch of a button. You may even select your own reports to run on demand.





Netx Investor provides you with online access to your investment accounts, night and day, seven days a week. In addition, you can have instant access to balances, portfolio holdings, account activity and more. View your investment account statements, tax statements, and trade confirmations online. You also can access quotes, read news stories and stay connected to the market using advanced screeners on thousands of stocks, mutual funds and exchange traded funds (ETFs) – all online, at your convenience.