Jessica Ness
CJM Wealth Advisers · Falls Church, Virginia
Jessica Ness is a fee-only financial advisor at CJM Wealth Advisers in Falls Church, Virginia, who holds the CFP credential. Jessica 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 4663296 |
| Exams passed | Series 66 (2005) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.cjmltd.com |
| Profile |
How Jessica'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 Jessica
Is Jessica Ness a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica 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 Jessica charge for financial advice?
Jessica's firm, CJM Wealth Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jessica Ness based?
Jessica Ness is based in Falls Church, Virginia.
What does Jessica specialize in?
Jessica's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Jessica Ness hold?
Jessica Ness holds the CFP credential.
Is Jessica Ness registered with the SEC?
Yes. Jessica Ness is registered as an investment adviser representative in VA (CRD 4663296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Jessica Ness?
Through Jessica'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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