Tracey Albertson Baker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1999 → Present
  Cjm Wealth Advisers, Ltd.
  Fairfax, VA

Other Businesses

1. RIA REPRESENTATIVE/CFP - CJM WEALTH ADVISERS, LTD, 2. PRESIDENT - FPA OF NATION'S CAPITAL. 2. PLANNED GIVING ADVISORY BOARD MEMBER - INOVA HOSPITAL FOUNDATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-14
• S63 Uniform Securities Agent State Law Examination
  1996-11-11

Designations

• Certified Financial Planner

Other Names

• Tracey Baker
• Tracey Ann Albertson
• Tracy Albertson Baker