Profil
Mr. Brian T.
Jones is a Chairman, Financial Adviser & Principal at CJM Wealth Advisers Ltd.
He focuses on helping clients with pre-retirement planning and portfolio optimization, designing income distribution models in retirement, required minimum distribution planning for qualified plans and IRA accounts, and multi-generational planning between family members.
He received Bachelor of Science in Public Administration from George Mason University.
Aktive Positionen von Brian Jones
| Unternehmen | Position | Beginn |
|---|---|---|
CJM Wealth Advisers Ltd.
 CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile. | Vorsitzender | 01.09.1997 |
Ausbildung von Brian Jones
| George Mason University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
CJM Wealth Advisers Ltd.
CJM Wealth Advisers Ltd. Investment ManagersFinance CJM Wealth Advisers Ltd. (CJM) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. Founded in 1978, the firm serves individuals, families and institutions. Their clients have substantial financial assets, spread among varying individual, retirement, trust and estate vehicles. CJM develops solutions tailored to their respective financial goals and provides education on the benefit to their wealth profile. | Finance |
