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Jessica Rada Ness

Investment adviser representative at Cjm Wealth Advisers, Ltd.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Cjm Wealth Advisers, Ltd.Oct 2014 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 1 state (VA).

Cjm Wealth Advisers, Ltd.

$1.5BAssets managed
875Clients
12Advisers
47 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4663296
Firm CRD
107750
Advisor's SEC record (opens in a new tab)
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