Tracey Albertson Baker

Current Employers

Cjm Wealth Advisers, Ltd.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-04
LA	RA	APPROVED	2011-05-05
VA	RA	APPROVED	1999-08-03

TX RA
APPROVED

Since 2023-10-04
LA RA
APPROVED

Since 2011-05-05
VA RA
APPROVED

Since 1999-08-03

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

Organization	City	State	From	To
Cjm Wealth Advisers, Ltd.	Fairfax	VA	01/1999	Present

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

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

S65 Uniform Investment Adviser Law Examination

1999-07-14
S63 Uniform Securities Agent State Law Examination

1996-11-11

Designations

Other Names

Tracey Baker
Tracey Ann Albertson
Tracy Albertson Baker

View on SEC IAPD

Current Employers

Cjm Wealth Advisers, Ltd.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews