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Resources2025-03-20T14:30:04-04:00

Recent News and Articles

CJM Video Market Update: July 2025

Markets saw sharp volatility in Q2 before rebounding to new highs.  Brian T. Jones, CFP® (Chairman), Kevin E. Donovan, CFA (Portfolio Research Director) and, Parker G. Trasborg, CFP® (Senior Vice President) break down what drove the turnaround, where performance stands year-to-date, and what to watch for in the second half of 2025.

Brian Jones, CFP® Named to Forbes’ Best-in-State Wealth Advisers 2024

April 4th, 2024|Categories: Brian T. Jones, CFP®, CJM News, Insights|

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.

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame
Financial Advisor RIA Survey & Ranking 2024

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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