David Deforest Greene

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

• 02/2006 → Present
  Cjm Wealth Advisers, Ltd.
  Fairfax, VA

Previous Registrations

• 2002-04-09 → 2006-02-01
  Valmark Advisers, Inc.
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-01
• S63 Uniform Securities Agent State Law Examination
  1996-09-26

Designations

• Certified Financial Planner