Locations
3110 Fairview Park Drive, Suite 900, Falls Church, VA, 22042 Get Directions
Specialties
- Financial Planner
About
Born and raised in Virginia, Brian learned the value of a dollar early on from his father, Tim Jones, one of the founding partners at CJM. Starting in the family business and working with families his entire career is all Brian knows. Working together with clients and taking the time to understand their needs allows Brian to deliver an approach that’s unique and specifically designed for the client.
Brian earned a Bachelors of Science in Public Administration from George Mason University. He also found time in college to intern for a government agency for a few years before ultimately deciding to pursue financial planning and wealth management full time.
Brian enjoys working primarily with families to develop comprehensive solutions that are tailored directly to their specific needs, wants, and situation(s). Helping clients create an asset allocation strategy to meet their long term goals from capital preservation to income generation in retirement, finding the right solution for the client is always the primary objective.
Brian and his wife Amy and their twin daughters live in Fairfax Station.
Association Certifications
Certified Financial Planner
Credentials
Certified Financial Planner™ (CFP®)
Honors & Awards
Northern Virginia Magazine, Top Financial Professional, 2017-2021
Washingtonian Magazine, Best Financial Planner 2010, 2012 and 2014, 2018-2022
1Norma Severns Award for Leadership, Financial Planning Association, 2011
Financial Planning Association, National Capital Chapter, Former Chairman and Past President
The National Association of Personal Financial Advisors (NAPFA), Member
George Mason University Financial Planning & Wealth Management Advisory Board-Member, 2020-Present
Pershing Advisor Solution Advisory Board-Member, 2016 – 2019
Capital Group/American Funds Advisory Council Board, Member 2020 – Present
Family and Consumer Sciences Advisory Board for Fairfax County Public Schools, Past Chairman
Education
George Mason University, bachelor’s degree in Public Administration
Florida Institute of Technology, certificate in Financial Planning
