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Tina Marie Babicz

Cjm Wealth Advisers, Ltd.

Falls Church, VA

CRD 4206444

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Employer firm

Cjm Wealth Advisers, Ltd. CRD 107750

$1.47B regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cjm Wealth Advisers, Ltd.

3110 Fairview Park Drive Suite 900, Falls Church, VA 22042 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2006-02-21
  • VA RA
    APPROVED
    Since 2006-02-21

Branch Locations

3110 Fairview Park Drive Suite 900, Falls Church, VA 22042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cjm Wealth Advisers, Ltd. Fairfax VA 03/2000 Present
Fairfax Public Schools Fairfax VA 05/2005 Present
Other Businesses

1.CJM WEALTH ADVISERS, LTD., -FINANCIAL PLANNER.11320 RANDOM HILLS RD, FAIRFAX, VA 22030, INVESTMENT RELATED, 03/2000, 160HR/M, ADMINISTRATIVE, TRADING, DEVELOPMENT, FINANCIAL PLANNING. 2. FAIRFAX SCHOOLS, NOT INVESTMENT RELATED, FAIRFAX, VA, ADULT EDUCATION INSTRUCTOR, 02/2005, 5 WEEKS FOR FALL, WINTER/SPRING TERM. INSTRUCTOR OF BASIC FINANCIAL PLANNING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-03-27
S63 Uniform Securities Agent State Law Examination 2001-02-07
  • S65 Uniform Investment Adviser Law Examination
    2001-03-27
  • S63 Uniform Securities Agent State Law Examination
    2001-02-07
Designations
  • Certified Financial Planner
Other Names
  • Tina M Babicz

View on SEC IAPD

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