Jessica Ness
CFP®
CJM Wealth Advisers, Ltd.
Senior Vice President, Financial Adviser
Jessica Ness
CFP®
CJM Wealth Advisers, Ltd.
Senior Vice President, Financial Adviser
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jessica Ness, CFP®
Fee-Only financial planner located in Fairfax, VA, serving clients locally and across the country
Jessica Ness 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. As a fee-only, fiduciary, and independent financial advisor, Jessica Ness is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Since joining CJM in 2014, Jessica Ness’s main focus has been to listen to her clients and help them make the best financial decisions for their situation. She works with professionals, entrepreneurs, and families, motivating them to live in alignment with their financial goals. Most of her clients are juggling the competing demands of life, striving to achieve financial independence while not over-sacrificing today. She leverages her deep and varied industry experience, with time spent in investment management, retirement planning, and insurance, to create solutions that accomplish their goals in a simple, straight forward way. On an ongoing basis, she stays connected with her clients to keep them on track and manages their investment portfolios in line with their goals so her clients can focus on what is important to them, instead of watching the markets.
Jessica also serves on CJM’s Investment Committee, designing asset allocations and working with the team to select the highest quality investment strategies for our clients. She also helps bridge the gap between academia and the working world by returning to her alma mater to teach classes and mentor students. Educating her clients, and the next generation of investors, is a strong motivator and key part of satisfying her passion for the profession.
Outside of the office, Jessica stays busy chasing her two energetic boys, Collin and Logan, around the Falls Church area. She and her husband, Alan, enjoy taking the boys hiking and bike riding. Jessica loves learning so you’ll frequently find her reading or listening to podcasts in her spare time.
Jessica Ness 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, CMJ 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
-
Jessica Ness 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.
-
Jessica Ness 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.
Contact Jessica Ness
Office Locations:
-
3110 Fairview Park Drive
Suite 900
Falls Church, VA 22042
