Registered advisors
Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.
- 398,301Registered advisersEvery investment adviser representative
- 304,895Dually registered77% are also broker reps
- 93,406Adviser onlyNot registered with a broker-dealer
- 25,639FirmsWhere they're registered
- 56,898CFPs11,003 CFAs, 12,693 ChFCs
From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 10 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.
10 advisors
| Advisor | Firm | Registration | Designations | Joined firm | Registered since |
|---|---|---|---|---|---|
| 1Griffin B. BakerFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2021 |
| 2Tracey A. BakerFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 1999 |
| 3Karen N. BlairFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2022 |
| 4David D. GreeneFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2002 |
| 5Paul HarneyFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | – | Atlas | 2023 |
| 6Anthony F. JonesFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2022 |
| 7Brian T. JonesFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2000 |
| 8Jessica R. NessFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2009 |
| 9Mary J. PriceFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | – | Atlas | 2023 |
| 10Parker G. TrasborgFalls Church, VA | Cjm Wealth Advisers, Ltd. | Adviser only | CFP | Atlas | 2009 |
From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.