A complete list of active advisors currently associated with CJM Wealth Advisers, LTD.

Warmer can help you find a great advisor at CJM Wealth Advisers, LTD. or one who fits your needs even better.

CJM Wealth Advisers, Ltd. provides investment advisory and financial planning services to a mix of individual and institutional clients, including high‑net‑worth individuals, pension and profit‑sharing plans, business entities, trusts, estates, and charitable organizations. Services are delivered through discretionary and non‑discretionary accounts and standalone planning engagements, with investment management offered via the firm’s wrap fee program. The firm blends fundamental and technical analysis and implements both long‑ and short‑term strategies using individual equities, mutual funds, ETFs, allocations to unaffiliated independent managers and, in limited cases, private investment funds or variable annuity subaccounts; it also treats cash as an asset class and may hold defensive cash positions. CJM typically recommends Pershing as custodian, discloses potential conflicts related to no‑transaction‑fee funds and wrap program incentives to limit trading, and states that it uses AI tools under a formal AI policy while retaining human approval for recommendations. Distinctive features noted in the brochure include a wrap‑only advisory model for investment management, an explicit policy restricting discretionary purchases of cryptocurrencies (client authorization required and exposure generally via ETFs or third‑party managers), and retirement plan consulting where the firm can serve in an ERISA fiduciary capacity. The firm is long‑established (founded in 1978) and manages roughly $1.46 billion with a multi‑advisor team, and it documents specific conflicts and mitigation steps (e.g., NTF fund selection, cash sweep handling) in its disclosure materials.

To learn more about the advisors currently working at CJM Wealth Advisers, LTD., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.