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.
Tax Time FAQs
Here are some helpful links and dates for the 2020 tax year as well as answers to some frequently asked questions.
Washingtonian Top Financial Advisers 2021
CJM Wealth Advisers is proud to announce that Washingtonian Magazine has named Tracey A. Baker, Brian T. Jones, Jessica R. Ness, and Parker G. Trasborg to their list of Top Financial Advisers for 2021.
CJM Video Market Update: January 2021
Portfolio Research Director, Kevin E. Donovan, CFA, gives update on 2020 and outlook for 2021.
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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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