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 D Pickert is a financial advisor registered with Kanawha Capital Management, LLC, located in RICHMOND, VA. James D Pickert has been in the financial services industry since at least May 2014, and has been a registered Investment Advisor Representative since April 2023. James D Pickert is a Certified Financial Planner, and has passed the Series 66, Series 7 and SIE exams. James D Pickert specializes in providing portfolio management for individuals, financial planning, and portfolio management for businesses. The Kanawha Capital Management, LLC firm manages approximately $1 Billion to $10 Billion in assets for individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

James Roy Burdette is a financial advisor registered with Wells Fargo Clearing Services, LLC. James has been a financial advisor since 1992. James has served as a financial advisor for several other firms during his career, including First Clearing, LLC, Wachovia Securities Financial Network, LLC, Pershing LLC, Lockwood Financial Services, Inc., and Salomon Smith Barney Inc. James's current registration is active in Virginia. He holds Series 63, 65, 7, 24, and SIE licenses. James specializes in providing financial advice and investment services to high-net-worth individuals, corporations, and other businesses. He is also experienced in working with charitable organizations, pension and profit-sharing plans, and state or municipal government entities. James provides financial planning, portfolio management, and investment consulting services.

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ADVISOR BIO

James Riutta is a financial advisor at Fidelity Personal and Workplace Advisors. James has over 15 years of experience in the financial services industry. James has been registered with the Securities and Exchange Commission (SEC) since 2008. James is a Registered Representative and Investment Advisor Representative. James holds FINRA Series 6, 7, 63, 65, and SIE licenses. James specializes in portfolio management for individuals and businesses. James is also a Certified Financial Planner (CFP).

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ADVISOR BIO

James Maxwell Masloff is a financial advisor with over 30 years of experience in the industry. He has a strong track record of providing investment advice and financial planning services to a diverse clientele, including high-net-worth individuals, families, and businesses. James is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc. He is committed to providing personalized, comprehensive financial guidance, tailored to meet each client's unique needs and goals.

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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 Eugene Brooks is a registered representative with UBS Financial Services Inc. James Eugene Brooks is registered with the state of Virginia as a securities agent and investment adviser representative. James Eugene Brooks has been in the securities industry since September 14, 2010. James Eugene Brooks has passed the Series 7, Series 63, Series 66, and SIE exams. James Eugene Brooks is also a registered representative in West Virginia. James Eugene Brooks has also worked at UBS Financial Services Inc. in Richmond, Virginia.

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ADVISOR BIO

James E. Thornton is a registered investment advisor representative in Virginia and Maryland. James is affiliated with Fifth Pointe, a firm based in Richmond, Virginia. James has been in the financial services industry for over 10 years, and holds both the Series 63 and Series 65 licenses. James specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. James also provides insurance products through Fifth Pointe Financial LLC.

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ADVISOR BIO

James Morrison Ventrelli is a registered Investment Advisor Representative. James is associated with AMJ Financial Wealth Management LLC and has been in the industry since January 2022. James has a Series 65 license. James is based in Leesburg, VA. James specializes in a range of investment services, including financial planning, portfolio management for individuals, pension consulting, educational seminars, and selection of other advisers.

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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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