Recent News and Articles
Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024
CJM Wealth Advisers, Ltd. is pleased to announce that Brian was selected as one of the top wealth advisers in the state of Virginia. Forbes ranking of best-in-state advisers was developed by Shook Research, an organization that specializes in ranking top wealth advisers around the country. Their ranking criteria included factors such as years of service, client experience and retention, and community involvement.
Northern Virginia Magazine Top Financial Professionals 2022
CJM Wealth Advisers is proud to announce that Northern Virginia Magazine has named Tracey A. Baker, David D. Greene, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Professionals for 2022.
CJM Video Market Update: July 2022
Kevin E. Donovan, CFA, and Parker G. Trasborg, CFP® discuss recent major headlines and what happened in markets during the second quarter of 2022.
RMD’s: Not for You Till 72
Griffin Baker, CFP® shares how the new RMD rules will affect clients and their financial future.
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Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.
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