James Aldige (CRD# 6986573) is an Investment Advisor Representative working at Clio Asset Management LLC in Charlottesville, VA and has over 5 years of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 2421567
Southland Equity Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clio Asset Management LLC | Charlottesville, VA | Jul 2018 - Current | 5 |
| Clio Asset Management LLC | Charlottesville, VA | May 2018 - Current | 5 |
| Turl Street Ventures LLC | Charlottesville, VA | Jan 2018 - Current | 6 |
| Unemployed | Charlottesville, VA | Feb 2018 - May 2018 | < 1 |
| Ivy Road Partners LLC | Charlottesville, VA | Jun 2016 - Feb 2018 | 1 |
| Unemployed | Charlottesville, VA | Feb 2016 - Jun 2016 | < 1 |
| Tiger Eye Capital LLC | New York, NY | Jun 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- TX
- VA
-
Total Assets Under Management125MILLIONS
-
Total Number of Accounts75ACCOUNTS
-
Average Account Value$1,666,197
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
LA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.