Brian T. Jones
CFP®
CJM Wealth Advisers, Ltd.
Chairman, Financial Adviser
Brian T. Jones
CFP®
CJM Wealth Advisers, Ltd.
Chairman, Financial Adviser
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Brian T. Jones, CFP®
Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country
Brian Jones is a Fairfax, VA fee-only financial advisor serving clients locally and across the country. CJM Wealth Advisers, Ltd. provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. Brian specializes in multi-generational wealth strategies for couples and families. As a fee-only, fiduciary, and independent financial advisor, Brian Jones is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Born and raised in Virginia, he learned the value a dollar early on from his father, Tim Jones, one of the founding partners at CJM. Running his own landscaping company from a relatively young age, Brian Jones spent many years developing, growing, and maintaining a business in his neighborhood.
Brian earned a Bachelor of Science in Public Administration from George Mason University. He also found time to intern for a government agency for a few years before ultimately deciding to pursue financial planning and investment management full time.
Brian works primarily with couples and families who are seeking to partner with a firm that has the capabilities and infrastructure necessary in today’s ever changing financial landscape. Brian prefers working with multiple generations in the same family to address priorities such as aligning investment philosophy with personal objectives, focused engagement on a variety of wealth management topics, and ensuring a smooth transition to subsequent generations in the future.
Brian is married with two daughters and lives in Fairfax Station.
Brian T. Jones is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
CJM Wealth Advisers, Ltd. provides independent financial planning and investment advisory services to corporate executives, entrepreneurs, small business owners, and high net worth individuals, couples and families. Founded in 1978, CJM Wealth Advisers, Ltd. is one of the oldest privately held financial planning and wealth management firms in the Washington, D.C./metropolitan area.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Brian T. Jones is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Brian T. Jones is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Brian T. Jones is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Brian T. Jones Authored Getting Started: The Financial Guide for a Younger Generation
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Brian T. Jones Serves on the Capital Group Advisory Board
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Brian T. Jones Named One of Washington, DC’s Best Financial Advisers by the Washingtonian
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Brian T. Jones Serves on the Financial Planning and Wealth Management Advisory Board for George Mason University School of Business
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Brian T. Jones is Quoted in the Wall Street Journal: "Finance Pros Say You’ll Have to Pry Excel Out of Their Cold, Dead Hands"
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Brian T. Jones is Quoted in the Wall Street Journal: "Stop Using Excel, Finance Chiefs Tell Staffs"
Contact Brian T. Jones
Office Locations:
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3110 Fairview Park Drive
Suite 900
Falls Church, VA 22042
