ADVISOR BIO

Jamel Oneal White is a registered representative with PFS Investments Inc. Jamel has been in the industry for over 2 years and has experience in both brokerage and investment advisory services. Jamel is licensed to provide investment advice in California, Florida, North Carolina and Virginia. Jamel is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jamel holds a Series 7 and Series 66 license. Jamel has a history of working for various companies including Fidelity Brokerage Services LLC. Jamel is also a registered representative of Primerica Financial Services, a financial services company that provides life insurance, annuities, mutual funds, and other financial products. Jamel also has experience in working as a teacher for the University of Maryland Global Campus. Jamel is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

James H. Cale is a financial advisor registered with Morgan Stanley in Newport News, VA. James has been in the industry since 2001. Previously, James was registered with CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. James holds a Series 66, Series 7 and SIE license and is registered in 53 states. James has an extensive background in asset allocation advice, financial planning and portfolio management.

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ADVISOR BIO

James Peak is an investment advisor representative with Fidelity Personal And Workplace Advisors. James has been in the securities industry for over 6 years. James holds Series 7TO, Series 63, Series 6 and SIE licenses. James also holds a Uniform Investment Adviser Law Examination (Series 65). James has been a registered representative at Cambridge Investment Research, Inc. and Wells Fargo Advisors, LLC in the past.

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ADVISOR BIO

James Thomas Laub is a financial advisor with Edward Jones. James has been working in the financial services industry for over 24 years, and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is registered to provide investment advice in 24 states, including Texas and Virginia. He has been with Edward Jones since 1998.

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ADVISOR BIO

James David is an investment advisor representative with David Wealth Management, LLC and has been in the industry since February 2000. James David is registered with the state of Virginia. James David specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. James David has a total of 22 clients and manages approximately $239,308,951 in assets. David Wealth Management, LLC is a Registered Investment Advisor (RIA) that provides financial services to clients in the state of Virginia. The firm has a total of 2 investment advisor representatives and manages approximately $239,308,951 in assets.

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ADVISOR BIO

James Edward Schreiber is a financial professional with over 14 years of experience in the industry. James is registered as a broker-dealer and investment advisor representative in multiple states, including Virginia and Texas. James's current firm is MML Investors Services, LLC, where he has worked since 2009. He has experience in multiple areas, including financial planning, portfolio management for individuals and businesses, and asset allocation programs. He is also a Certified Financial Consultant. James is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

James Patterson is a financial advisor at KFA Private Wealth Group, LLC. James has over 17 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and holds the Series 66, Series 7 and SIE licenses. James has worked with a wide range of clients, including high-net-worth individuals, families, and businesses. He specializes in providing financial planning, investment management, and retirement planning services. James is committed to providing his clients with personalized and comprehensive financial advice. He is also dedicated to building long-lasting relationships with his clients based on trust and mutual respect. James has been recognized as a top advisor by several publications, including Forbes and Barron's.

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ADVISOR BIO

James Michael Childress is a financial advisor registered with Cary Street Partners and has been in the industry since 1983. James is a Chartered Financial Analyst, holding Series 7 and Series 63 licenses. He is registered in Virginia, North Carolina, and Texas, and works with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. James provides financial planning, portfolio management, and other advisory services.

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ADVISOR BIO

James Lyon Smythe is a financial advisor with over 30 years of experience in the financial services industry. James is currently registered as a Registered Representative with Davenport & Co. LLC. James was previously registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 1991 to 2009. James has experience in providing financial advice to individuals, corporations, and other entities. James holds a Series 7, Series 63, and Series 65 license.

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ADVISOR BIO

James Pronk Tate is a financial advisor with Geneos Wealth Management, Inc. located in ROANOKE, VA. James has been in the industry since 1993 and has experience working with individuals, corporations, charitable organizations, and high-net-worth individuals. James is registered with the state of Virginia as a Registered Investment Advisor and is also registered with the state of Texas as a Registered Investment Advisor. James is a dedicated professional with a strong track record of providing financial advice and guidance to clients.

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