As the Senior Vice President and Financial Adviser at CJM Wealth Advisers, Ltd., Jessica R Ness brings a wealth of expertise and a client-centric approach to financial planning. With over a decade of experience in the industry, Jessica is dedicated to empowering her clients to...
As the Senior Vice President and Financial Adviser at CJM Wealth Advisers, Ltd., Jessica R Ness brings a wealth of expertise and a client-centric approach to financial planning. With over a decade of experience in the industry, Jessica is dedicated to empowering her clients to make informed financial decisions that align with their personal and professional goals. Her role involves not only crafting tailored investment strategies and retirement plans but also ensuring that clients feel supported and understood throughout their financial journeys.
Jessica's current projects include developing comprehensive asset allocation strategies that cater to the unique needs of each client, whether they are planning for retirement, funding a college education, or navigating the complexities of estate planning. She emphasizes the importance of periodic reviews and adjustments to financial plans, understanding that life circumstances and market conditions can change. By fostering open communication, Jessica helps clients stay on track and adapt their strategies as needed, ensuring their financial resources are effectively utilized to create the life they envision.
Her expertise in investment advisory, mutual funds, and social security planning further enhances her ability to provide holistic financial guidance. Jessica’s passion for serving others is evident in her commitment to education and financial literacy, as she strives to demystify complex financial concepts for her clients. At CJM Wealth Advisers, Ltd., Jessica R Ness is not just a financial adviser; she is a trusted partner in her clients' journeys toward financial security and success.
