Loading...
Resources2024-01-04T18:52:20+00:00

Recent News and Articles

CJM Video: Senior Living Resources

February 3rd, 2020|Categories: Insights, Jessica Ness, CFP®, Retirement, Videos|

Jessica Ness, CFP®, Senior Financial Planner, sits down with Steve Gurney to discuss a valuable resource for individuals, families and professionals. Steve founded the Positive Aging SourceBook, a comprehensive listing of every retirement community, assisted living, nursing, rehab center, and home care option in DC, Northern Virginia, and Suburban Maryland.

CJM Video Market Update: January 2020

January 22nd, 2020|Categories: Brian T. Jones, CFP®, Investment Management, Kevin E. Donovan, CFA, Videos|

This month’s clip features Brian Jones, CFP® (one of the Owners of CJM) and Kevin Donovan, CFA (CJM’s Portfolio Research Director) recapping last year’s markets, a deep dive into T. Rowe Price Capital Appreciation Fund, and their expectations for 2020 and beyond.

CJM is More Than Money: 2019 Year in Review

December 11th, 2019|Categories: CJM News, Community Service, Insights|

Here at CJM, 2019 was all about giving back to the community we love. We focused on spending time with organizations that enrich the lives of others by providing support and empowerment. Please click through the galleries below to see what we have been up to. We were pleased to collaborate twice this year with Northern Virginia Family Services (NVFS). In May, we enjoyed soaking up some vitamin D with our very energetic friends at the NVFS’s Head Start center in Arlington. It was a beautiful day for bouncing [...]

News and Articles By Topic

CFP - Certified Financial Planner
CFA – Chartered Financial Analyst
Financial Planning Association
The National Association of Personal Financial Advisors
Northern Virginia Magazine Top Financial Advisers
Washingtonian Top Financial Advisers
Washington Business Journal - Largest Wealth Management Firms
Washingtonian Top Wealth Advisor 2023 Hall of Fame

Rankings and/or recognition are awarded by unaffiliated rating services and/or publications. The Company [CJM] has not paid a fee to be eligible for the award designations appearing on this website or to post award designations on this website.

Contact Info

3110 Fairview Park Drive, Suite 900 Falls Church, VA 22042

Phone: 703-425-0700

CJM’S Client Portal

View Your Account

BNY Mellon – Pershing

View Your Account

Financial Planning Fees

Pay Your Fee

Recent Posts

Go to Top