Mary J Price
Investment adviser representative at Cjm Wealth Advisers, Ltd.
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
47 yearsFirm in business
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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
11 years in the industry.
- Cjm Wealth Advisers, Ltd.Aug 2025 to now
- UnemployedFeb 2025 to Aug 2025
- Wealthspire AdvisorsJul 2023 to Feb 2025
- Joel Isaacson & CoDec 2021 to Jul 2023
- Lewis Brisbois, Bisgaard & SmithJan 2019 to Nov 2021
- Syracuse Opera/classical Theatre of HarlemJan 2018 to Jan 2019
- Rapid Response Monitoring ServicesDec 2014 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7465875
- Firm CRD
- 107750