Jessica
Ness

Cjm Wealth Advisers, LTD

CRD#4663296
Investment Advisor
in Falls Church, VA

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About this Advisor

Jessica Ness is a financial advisor based in Falls Church, Virginia, working with Cjm Wealth Advisers, LTD. Jessica has previously held a position at Cjm Wealth Advisers, LTD. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Jessica is part of Cjm Wealth Advisers, LTD, which operates out of Falls Church, Virginia. The firm has 8 offices and 23 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cjm Wealth Advisers, LTD includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

3110 Fairview Park Drive Suite 900
Falls Church, VA 22042

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Cjm Wealth Advisers, LTD Brokerage Details

Total Assets Under Management

$1,117,617,818

VA Average: $1,835,309,194
Total Number of Employees

23

VA Average: 32
Total Number of Accounts

2,595

VA Average: 1,458
Average Account Size

$430,681

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jessica Ness Work History

2014 - Present (10 years)

Cjm Wealth Advisers, LTD

Disclosures

Please visit the SEC profile of Jessica Ness to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cjm Wealth Advisers, LTD

Jessica Ness
Falls Church, VA
Griffin Baker
Falls Church, VA
Parker Trasborg
Falls Church, VA
Lisa Brandau
Falls Church, VA
David Greene
Falls Church, VA
Tina Babicz
Falls Church, VA
Tracey Baker
Falls Church, VA
Anthony Jones
Falls Church, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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