Brian Jones
Brian Jones is a CFP-designated registered investment advisor at Cjm Wealth Advisers, LTD., based in Falls Church, VA, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Gen X, High Net Worth, and 3 more. Their firm serves 875 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard annual fee is 1.00%, but fees are negotiable at the firm's discretion based on factors such as assets managed, portfolio composition, and scope of services.
Fee Estimator
Contact
Brian Jones
Location
3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2020Other Business Activities
Brian is the co-director of sponsorships for the Financial Planning Association National Capital Chapter since 2006 and an author of a book on financial planning for Generation X since 2006. He is also a member of the National Association of Personal Financial Advisors (NAPFA) since 2021.
Employment History
Current Registrations
Cjm Wealth Advisers, LTD.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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