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Griffin Baker

Cjm Wealth Advisers, Ltd.

Falls Church, VA

CRD 5383950

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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 2021-02-04
  • VA RA
    APPROVED
    Since 2021-02-04

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 Fairfax VA 03/2014 12/2018
Cjm Wealth Adviser Fairfax VA 12/2018 Present
  • 03/2014 → 12/2018
    Cjm Wealth Advisers
    Fairfax, VA
  • 12/2018 → Present
    Cjm Wealth Adviser
    Fairfax, VA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

INVESTMENT & RESOURCE PLANNING
ADVISORS FINANCIAL, INC.
WORLD INVESTMENT ADVISORS, LLC

Nearby Investors

DEBORAH MARY MARSON
SUSAN L WARREN
NABIH GEORGE NABTI

Nearby Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA
ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA
WORLD INVESTMENT ADVISORS, LLC · Reston, VA

More in Falls Church, VA

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