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Cfp® Brian T. Jones

Chairman, CJM Wealth Advisers

Brian T. Jones, CFP® is the Chairman and Financial Adviser at CJM Wealth Advisers, Ltd., a fee-only investment advisory firm located in Falls Church, Virginia.12 He has been with the company since 1996 and specializes in multi-generational wealth management for high net worth individuals, couples, and families.3

Key points about Brian T. Jones:

  1. Education and Certifications:

    • Bachelor of Science in Public Administration from George Mason University
    • Certified Financial Planner® (CFP)
    • Certificate in Financial Planning from Florida Institute of Technology2
  2. Professional Achievements:

    • Author of "The Financial Guide for a Younger Generation" (2006)12
    • Consistently named one of the Best Financial Advisers by Washingtonian and Northern Virginia Magazine2
    • Named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame in 20232
    • Selected as one of the top wealth advisers in Virginia by Forbes in 2018, 2020, and 20244
  3. Industry Involvement:

    • Served as President and Chairman of the Board of the Financial Planning Association (FPA)2
    • Member of The National Association of Personal Financial Advisors (NAPFA)2
    • Advisory Board Member for Capital Group/American Funds (2020-2023)2
    • George Mason University Financial Planning & Wealth Management Advisory Board Member (2020-Present)2
  4. Areas of Expertise:

    • Pre-retirement planning
    • Portfolio optimization
    • Income tax planning
    • Income distribution planning in retirement
    • Required minimum distribution planning for qualified plans and IRA accounts
    • Multi-generational planning between family members2

Brian resides in Vienna with his wife Amy and their twin daughters.2

Highlights

Oct 2 · cjmltd.com
Brian T. Jones, CFP - CJM Wealth Advisers
Brian T. Jones, CFP - CJM Wealth Advisers
Sep 10 · cjmltd.com
Brian T. Jones, CFP® – Chairman, Financial Adviser
Brian T. Jones, CFP® – Chairman, Financial Adviser
Aug 31 · cjmltd.com
Team - CJM Wealth Advisers
Aug 6 · cjmltd.com
CJM Wealth Advisers
CJM Wealth Advisers
Apr 17 · cjmltd.com
Brian Jones, CFP® Named to Forbes' Best-in-State Wealth Advisers ...
Aug 4 · cjmltd.com
About Us - CJM Wealth Advisers
Sep 1 · gmu.edu
Brian Jones, '97 - George Mason University
Aug 28 · cjmltd.com
Disclosure - CJM Wealth Advisers

Related Questions

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What is the focus of Brian T. Jones' book "The Financial Guide for a Younger Generation"?
How has Brian T. Jones been recognized by Washingtonian and Northern Virginia Magazine?
What are the key services offered by CJM Wealth Advisers under Brian T. Jones' leadership?
Cfp® Brian T. Jones
Cfp® Brian T. Jones, photo 1
Cfp® Brian T. Jones, photo 2
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Location

Fairfax County, Virginia, United States