Inactive

Karen Nicole Blair

Cjm Wealth Advisers, Ltd.

Falls Church, VA

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Current Employers

Cjm Wealth Advisers, Ltd.

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2025-03-25

VA RA
APPROVED

Since 2025-03-25

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
Mason Investment Advisory Services, Inc.	Reston	VA	06/2017	09/2022
Hco Private Wealth	Roanoke	VA	12/2016	01/2017
Virginia Tech	Blacksburg	VA	01/2017	05/2017
Cassaday & Company, Inc.	Mclean	VA	09/2022	02/2025
Cjm Wealth Advisers, Ltd.	Falls Church	VA	03/2025	Present
Virginia Tech	Blacksburg	VA	08/2016	12/2016

06/2017 → 09/2022

Mason Investment Advisory Services, Inc.

Reston, VA
12/2016 → 01/2017

Hco Private Wealth

Roanoke, VA
01/2017 → 05/2017

Virginia Tech

Blacksburg, VA
09/2022 → 02/2025

Cassaday & Company, Inc.

Mclean, VA
03/2025 → Present

Cjm Wealth Advisers, Ltd.

Falls Church, VA
08/2016 → 12/2016

Virginia Tech

Blacksburg, VA

Previous Registrations

2023-07-05 → 2025-02-20

Cassaday & Company, Inc.

Mclean, VA
2023-03-28 → 2024-09-05

Osaic Wealth, Inc.

Mclean, VA
2022-01-01 → 2022-09-06

Mason Investment Advisory Services Inc

Reston, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-30

S66 Uniform Combined State Law Examination

2021-12-30

Designations

View on SEC IAPD

Other Firms

INVESTMENT & RESOURCE PLANNING

ADVISORS FINANCIAL, INC.

WORLD INVESTMENT ADVISORS, LLC

NEAT FINANCIAL PLANNING

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DEBORAH MARY MARSON

NABIH GEORGE NABTI

ELIZABETH JOSEPH

LISA KATHRYN TOEWS DAUGHERTY

Nicole Alexis Kaplan

TODD WELDON IHRIG

Other Offices

INVESTMENT & RESOURCE PLANNING · FALLS CHURCH, VA

ADVISORS FINANCIAL, INC. · FALLS CHURCH, VA

WORLD INVESTMENT ADVISORS, LLC · Reston, VA

NEAT FINANCIAL PLANNING · FALLS CHURCH, VA

LPL FINANCIAL LLC · FALLS CHURCH, VA

CETERA INVESTMENT ADVISERS LLC · FALLS CHURCH, VA

EDWARD JONES · FALLS CHURCH, VA

CETERA INVESTMENT ADVISERS LLC · ARLINGTON, VA

More in Falls Church, VA

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