Tracey Baker, financial advisor Falls Church VA

Tracey Baker

CRD Number: 2763899
Current Firm: Cjm Wealth Advisers, Ltd.

Tracey Baker (CRD# 2763899) is an Investment Advisor Representative working at Cjm Wealth Advisers, Ltd. in Falls Church, VA and has over 27 years of experience in the finance industry. Tracey Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cjm Wealth Advisers, Ltd. Fairfax, VA Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Tracey A. Baker
Phone Number: 703-425-0700
Registered State(s):
  • LA
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,118
    MILLIONS
  • Total Number of Accounts
    2,595
    ACCOUNTS
  • Average Account Value
    $430,681
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, CT, DC, DE, FL, GA, LA, MA, MD, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

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