ADVISOR BIO

James MacDonald is an investment advisor representative with Edward Jones, based in Roanoke, Virginia. James has been in the financial services industry since December 2021. James holds Series 66, Series 7TO, and SIE licenses. James has been registered with the state of Virginia since February 2022. In addition to working with Edward Jones, James is also a councilman for the Town of New Castle, VA and a board member for the Craig County Public Service Authority.

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ADVISOR BIO

James Richards is a financial advisor with over 13 years of experience in the financial services industry. James has been with UBS Financial Services Inc. since 2019, and prior to that, worked with Morgan Stanley and Merrill Lynch. James has Series 7, 63, and 66 securities licenses. He is a registered representative in 53 states and the District of Columbia and is also a registered investment advisor in Virginia and Florida. James is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

James Franklin Lipscomb is a Registered Representative and Investment Advisor Representative with Davenport & Co. LLC. James has been in the securities industry since December 10, 1973. James holds the Series 1, 40, 63, 7TO, and 52TO licenses as well as the SIE exam. James has registered with the Securities and Exchange Commission (SEC) and is also registered in multiple states including Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. James also serves on the Board of Trustees of Westminster Canterbury, a continuing care retirement community. James is affiliated with Davenport & Co. LLC and has been with the firm since April 1973.

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ADVISOR BIO

James Scanlon is a financial advisor at Spire Wealth Management, LLC. James is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in the financial services industry. James has held previous roles at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. James is registered with the state of Pennsylvania to provide investment advisory services.

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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 Jamison is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC, specializing in providing financial and investment advice. James has been in the financial industry since 2006, holding licenses in several states including Virginia, New Jersey, and others. James is a Series 7, Series 24, and Series 66 licensed professional, with experience in portfolio management for both businesses and individuals. James has also previously held positions at Ameriprise Financial Services, Inc.

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ADVISOR BIO

James Francis Worfolk is an investment advisor representative with Private Advisor Group, LLC. James has been in the financial industry since 1995 and holds Series 6, 7, 31, 63, 65 and SIE licenses. James works with a variety of clients, including individuals, corporations, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies. James is a member of the Financial Industry Regulatory Authority (FINRA). James is registered as an Investment Advisor Representative in Virginia and Texas and is also registered as a Broker-Dealer in 18 other states.

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ADVISOR BIO

James Chandler is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 20 years of experience in the industry. James is a Series 7 and Series 66 licensed advisor and holds registrations in 24 states. James is also a Senior Financial Consultant at Atlantic Union Bank and Atlantic Union Wealth Management.

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ADVISOR BIO

James Somers is an active Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since September 10, 2000, and has passed the SIE, Series 7, Series 31, and Series 66 exams. James previously worked at CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.. James has been registered with the state of Virginia since June 23, 2006, and is currently also registered in Texas.

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ADVISOR BIO

James Joseph Hanagan has over 30 years of experience in the financial services industry. He has a strong background in securities and investment advisory services. James is a registered representative and investment advisor with MML Investors Services, LLC and has previously been registered with NYLIFE Securities Inc. He is dedicated to providing clients with personalized financial advice and guidance. James holds Series 6, 63, and 65 licenses. He specializes in a variety of financial services including investment advice, retirement planning, and insurance. James' clients include individuals, families, businesses, and trusts.

SPECIALIZATIONS