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James Thomas Ortlip

AOG Wealth Management

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About James Thomas Ortlip

James Ortlip is a financial advisor at AOG Wealth Management. James has been in the industry for over 20 years. James is a Certified Financial Planner™ and holds the Series 66, Series 7 and SIE licenses. James has experience in serving high-net-worth individuals, individuals other than high-net-worth, investment companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

James Ortlip is currently registered with AOG Wealth Management. AOG Wealth Management, headquartered in RESTON, VA, is an investment advisor firm specializing in financial planning, portfolio management for individuals, investment companies, and businesses. The firm serves a diverse clientele, including high-net-worth individuals, corporations, pension plans, and charitable organizations, managing over $341 million in assets. AOG Wealth Management boasts a team of eight investment advisor representatives and two licensed agents.
AOG Wealth Management

11911 FREEDOM DRIVE

RESTON, VA 20190

$341.28M

Assets Under Management

Not reported

Total Clients

7

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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James Ortlip’s Registration & Firm History

VA

05/03/2013 - Present

AOG Wealth Management (RESTON VA)

VA

05/01/2013 - 07/31/2019

KALOS CAPITAL, INC. (GREAT FALLS VA)

VA

12/23/2011 - 05/02/2013

CETERA ADVISORS LLC (GREAT FALLS VA)

VA

06/01/2004 - 12/23/2011

PACIFIC WEST SECURITIES, INC. (GREAT FALLS VA)

MD

05/09/2001 - 06/01/2004

H. BECK, INC. (ROCKVILLE MD)

NY

06/14/2000 - 05/10/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/03/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for James Thomas Ortlip. Review regulatory record here.
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