David Greene
CJM Wealth Advisers · Falls Church, Virginia
David Greene is a fee-only financial advisor at CJM Wealth Advisers in Falls Church, Virginia, who holds the CFP credential. David 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 VA · CRD 2797556 |
| Exams passed | Series 63 (1996) · Series 65 (1998) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.cjmltd.com |
| Profile |
How David'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 David
Is David Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, CJM Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Greene based?
David Greene is based in Falls Church, Virginia.
What does David specialize in?
David's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does David Greene hold?
David Greene holds the CFP credential.
Is David Greene registered with the SEC?
Yes. David Greene is registered as an investment adviser representative in VA (CRD 2797556), 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 David Greene?
Through David'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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