Cjm Wealth Advisers, Ltd.

Paul Harney is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 66 designation with 12 years of industry experience. He previously worked at Kaplan Financial Group, LLC and Mason Investment Adv Svcs. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm combines fundamental and technical analysis in portfolio construction, offers a wrap-fee program, and operates a multi-office structure with distinctive policies on cryptocurrency and AI tool use.

Brian Jones is a CFP® with 25 years of industry experience and has been with CJM Wealth Advisers, Ltd. since 1997. He serves as co-director of the Financial Planning Association National Capital Chapter and is the author of a book on financial planning for Generation X. He is also a member of the National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to a broad client base, including high net worth individuals, pension plans, trusts, and charitable organizations. The firm operates a wrap-fee platform, employs a mix of mutual funds, ETFs, individual equities, and fixed income, and follows policies on discretionary authority and AI tool usage.

Jessica Ness is a CFP® professional with 16 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. since 2014. She holds the Series 66 designation and is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to a diverse client base, including high net worth individuals and institutional investors. The firm manages portfolios primarily through its wrap-fee program, utilizing mutual funds, ETFs, equities, and fixed income, and incorporates both fundamental and technical analysis in its investment approach.

Tracey Baker is a CFP® professional with 27 years of industry experience, serving as an advisor at CJM Wealth Advisers, Ltd. since 1999. She is president of the Financial Planning Association of Nation’s Capital and serves on the Planned Giving Advisory Board for the Inova Hospital Foundation. CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals and charitable organizations. The firm manages investments primarily through its wrap-fee program, employing fundamental and technical analysis across a range of asset classes and maintaining policies on cryptocurrency authorization and AI tool use.

Karen Blair is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with CJM Wealth Advisers, Ltd., where she has worked since 2025. Her prior experience includes roles at Cassaday & Company, Inc. and Mason Investment Advisory Services, Inc. CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm manages portfolios through its wrap-fee program using a range of investment vehicles and applies both fundamental and technical analysis with long- and short-term strategies.

Parker Trasborg is a CFP® professional with 14 years of industry experience, currently serving at CJM Wealth Advisers, Ltd. in Falls Church, VA. He has been with CJM Wealth Advisers since 2011, with a brief prior tenure at Waddell & Reed. Trasborg is a member of The National Association of Personal Financial Advisors (NAPFA). CJM Wealth Advisers, Ltd. provides discretionary and non-discretionary investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients. The firm operates a wrap-fee program with a diverse investment approach that includes mutual funds, ETFs, equities, and fixed income, and maintains explicit policies on AI use and discretionary authority.

David Greene is a CFP®-certified financial advisor with 24 years of industry experience. He has been with CJM Wealth Advisers, Ltd. for 20 years, specializing in financial planning and investment advisory services. CJM Wealth Advisers, Ltd. serves both individual and institutional clients, including high net worth individuals and charitable organizations. The firm provides discretionary and non-discretionary investment management through its wrap-fee program, utilizing a range of asset types and applying both fundamental and technical analysis.

Griffin Baker is a CFP® professional with eight years of experience at CJM Wealth Advisers, Ltd. based in Austin, TX. He has been with the firm since 2014, serving as an advisor for five years. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program and employs fundamental and technical analysis across various asset classes, maintaining policies on discretionary authority and AI tool use.

Tina Babicz is a CFP® professional with over 20 years of experience in financial planning and advisory services. She has been with CJM Wealth Advisers, Ltd. since 2000 and also serves as an adult education instructor in basic financial planning for Fairfax Public Schools. CJM Wealth Advisers, Ltd. offers discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients. The firm manages portfolios through its wrap-fee program using a range of investment vehicles and employs both fundamental and technical analysis across various strategies.

Mary Price is a financial advisor at CJM Wealth Advisers, Ltd. in Falls Church, VA, holding a Series 65 designation with two years of industry experience. Her prior roles include positions at Wealthspire Advisors and Joel Isaacson & Co, as well as experience outside finance with organizations such as Syracuse Opera and Classical Theatre of Harlem. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, and retirement plan consulting to individual and institutional clients, including high net worth individuals, pension plans, and charitable organizations. The firm employs a range of investment strategies across mutual funds, ETFs, equities, and fixed income within its multi-office structure and proprietary wrap-fee platform.

Anthony Jones is a CFP® with four years of industry experience, currently serving at CJM Wealth Advisers, Ltd. He has been with the firm since 1998, which collectively has 28 years of history prior to his tenure. CJM Wealth Advisers, Ltd. provides investment advisory services, financial planning, retirement plan consulting, and variable annuity management to individual and institutional clients, including high net worth individuals, pension plans, trusts, estates, and charitable organizations. The firm utilizes a wrap-fee program featuring mutual funds, ETFs, equities, and fixed income, applying both fundamental and technical analysis with long- and short-term strategies.