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 Kelly is an investment advisor representative with Lasalle ST. Investment Advisors, LLC with 26 years of experience in the securities industry. James has been with Lasalle ST. Investment Advisors, LLC since May 2006. Prior to that, James worked at Lasalle ST Securities, L.L.C. in Chicago, Illinois. James is registered with the following securities authorities: Alabama, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, Virginia, West Virginia, and Wisconsin. James has passed the Series 7, Series 63, and Series 65 exams. James has a specializations in fixed insurance, portfolio management for individuals, and pension consulting.

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ADVISOR BIO

James Albert Giunchi is a financial advisor with Ameriprise Financial Services, LLC. James is a registered representative with both FINRA and the state of Virginia. James is a licensed securities professional with over 20 years of experience in the financial services industry. James has worked with clients in various states, including Texas, Virginia, Maryland, California, New York, and Missouri. James has experience working at several financial institutions, including Edward Jones, BT Alex. Brown Incorporated, Alex. Brown & Sons Incorporated, Wedbush Securities Inc, and Chimera Securities, LLC. James is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

James Donlin is a financial advisor with over 18 years of experience in the industry. James is currently registered with East West Investment Advisors, LLC and holds various licenses including Series 7, Series 63, Series 24, Series 52TO, Series 53, Series 31, Series 99TO and SIE. James specializes in providing financial planning, portfolio management for individuals and businesses. James has experience working for several firms including Capitol Securities Management, Inc., Scott & Stringfellow, Inc. and Anderson & Strudwick, Incorporated. James provides advisory services to individuals, high net worth individuals, and charitable organizations.

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ADVISOR BIO

James Ventura is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. James is licensed in a number of states including Texas, Virginia and California. James joined Merrill Lynch in June 2017 and has over 8 years of experience in the securities industry. James has a number of licenses and registrations including Series 7, Series 66, and SIE. James specializes in working with individuals, businesses, and pension plans.

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ADVISOR BIO

James Robert Barnes is a financial advisor who is currently registered with Truist Advisory Services, Inc. James has been a registered representative in the securities industry since March 18, 2002. James is licensed to provide financial advice in 35 states including Virginia, Texas, and Rhode Island. James has passed several industry exams, including the Series 66, Series 10, Series 9, Series 31, and Series 7 exams. James has a proven track record of success in the financial services industry and is committed to providing his clients with the highest quality of service.

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ADVISOR BIO

James Harrington is an active registered investment advisor representative with Ameriprise Financial Services, LLC. James has been working in the securities industry for over 20 years. James is licensed to provide investment advice in 29 states. Ameriprise Financial Services, LLC is an independent financial services firm with over 13,000 registered representatives and investment advisors. The firm provides a range of financial services including asset allocation, financial planning, pension consulting, education seminars, and portfolio management for individuals and businesses.

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ADVISOR BIO

James Ronald Lawson is a financial advisor registered with Edward Jones. James has been working in the industry since 2007 and holds a Series 7 and Series 66 license. He is also a Certified Financial Planner (CFP) and has experience working with individuals, businesses, and retirement plans. James's office is located in WISE, VA and he serves clients throughout the state.

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ADVISOR BIO

James Boltz is an active Registered Representative and Investment Advisor Representative. James Boltz has been in the industry since July 29, 2013 and is currently registered with Edward Jones. James Boltz is licensed in 16 states. James Boltz has passed the Series 66, Series 7 and SIE exams.

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ADVISOR BIO

James Edwards is a financial advisor with UBS Financial Services Inc. James has been working in the financial services industry since 2008. James specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and high-net-worth clients. James is registered to provide investment advisory services in Virginia, Texas and Ohio.

SPECIALIZATIONS