Brian Jones
CJM Wealth Advisers · Falls Church, Virginia
Brian Jones is a fee-only financial advisor at CJM Wealth Advisers in Falls Church, Virginia, who holds the CFP credential. Brian focuses on retirement planning, tax planning and estate & legacy planning. CJM Wealth Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CJM Wealth Advisers |
|---|---|
| Based in | Falls Church, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 2,562 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 2897351 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cjmltd.com |
How Brian's firm compares
- CJM Wealth Advisers's average account is about $572,000, from its Form ADV (assets managed divided by 2,562 accounts).
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Questions about Brian
Is Brian Jones a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and CJM Wealth Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, CJM Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brian Jones based?
Brian Jones is based in Falls Church, Virginia.
What does Brian specialize in?
Brian's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Brian Jones hold?
Brian Jones holds the CFP credential.
Is Brian Jones registered with the SEC?
Yes. Brian Jones is registered as an investment adviser representative in TX and VA (CRD 2897351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does CJM Wealth Advisers manage?
CJM Wealth Advisers reports $1.47B across 2,562 accounts in assets under management.
How do I contact Brian Jones?
Through Brian's website, www.cjmltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- CJM Wealth Advisers website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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