Brian Jones (CFP®)

Brian Jones focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments

Planning Specialties

Brian specializes in multi generational wealth strategies for couples and families. Brian enjoys working with couples and families to better align their personal beliefs with their investment portfolio, as well as working closely on a number of financial planning and wealth management related topics.

Additional Information

Brian is a second generation Certified Financial Planner licensee (his father Tim, who was one of the founder's of CJM and brought him into the business in 1997). Trained as a financial planner, he is a "numbers guy" to his core. He prefers working directly with clients over multiple decades to make sure that a client's financial plan(s) are realized over time.

NAPFA Start Date

June 02, 2021

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This Office

11320 Random Hills Rd Ste 250 Fairfax, VA 22030-7478 Phone: (703) 425-0700