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James Frederick Francis

Sc & h Wealth

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About James Frederick Francis

James Frederick Francis is a registered investment advisor representative with Sc&h Wealth. James has been in the industry since September 2022. James holds a Series 65 license and is currently registered with Maryland. James has specializations in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. James has a diverse background with employment history in various fields, including the University of South Carolina, Rehoboth Beach Patrol, Zombie Coffee and Donuts, and Lake Champion - A Young Life Camp.

Firm Information

James Francis is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Francis’s Registration & Firm History

MD

03/24/2023 - Present

Sc&h Wealth (SPARKS MD)

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Licenses & Designations

IA

Issued 03/14/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Frederick Francis.
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