Karen Nicole Blair
Investment adviser representative at Cjm Wealth Advisers, Ltd.
10 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
10 years in the industry.
- Cjm Wealth Advisers, Ltd.Mar 2025 to now
- Cassaday & Company, Inc.Sep 2022 to Feb 2025
- Mason Investment Advisory Services, Inc.Jun 2017 to Sep 2022
- Virginia TechJan 2017 to May 2017
- Hco Private WealthDec 2016 to Jan 2017
- Virginia TechAug 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6821913
- Firm CRD
- 107750