Profiel
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.
Actieve functies van Brian Jones
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Voorzitter | 01-09-1997 |
Opleiding van Brian Jones
| George Mason University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |