Parker Gerard Trasborg

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

• 02/2011 → Present
  Cjm Wealth Advisers, Ltd.
  Fairfax, VA
• 03/2025 → Present
  Cjm Wealth Advisers, Ltd.
  Fairfax, VA

Previous Registrations

• 2009-06-11 → 2010-11-15
  Waddell & Reed
  Wyomissing, PA
  Red Bank, NJ

Other Businesses

Member of The National Association of Personal Financial Advisors (NAPFA), the standard bearer for fee-only, fiduciary financial advisors June 3, 2021

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-10-20
• S65 Uniform Investment Adviser Law Examination
  2009-06-10

Designations

• Certified Financial Planner