Matthew James (CRD# 7821773) is an Investment Advisor Representative working at Brighton Jones LLC in Mclean, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 4680182
Preston Wealth Advisors, LLC
CRD# 4686856
Beacon Investment Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brighton Jones | Seattle, WA | Oct 2023 - Current | < 1 |
| Ajw, Inc. | Arlington, VA | Nov 2022 - Oct 2023 | < 1 |
| Harris Teeter | Alexandria, VA | Feb 2023 - Aug 2023 | < 1 |
| Unemployed | Durham, NC | May 2022 - Nov 2022 | < 1 |
| Student | Gettysburg, PA | Jan 2022 - May 2022 | < 1 |
| Student - Winter Break | Durham, NC | Dec 2021 - Jan 2022 | < 1 |
| Student | Gettysburg, PA | Aug 2021 - Dec 2021 | < 1 |
| National Taxpayers Union Foundation | Washington, D.c., XX | May 2021 - Aug 2021 | < 1 |
| Unemployed | Durham, NC | Aug 2020 - May 2021 | < 1 |
| U.s. Bureau Of Labor Statistics | Durham, NC | May 2020 - Aug 2020 | < 1 |
| Student | Gettysburg, PA | Jan 2020 - May 2020 | < 1 |
| Student - Winter Break | Durham, NC | Dec 2019 - Jan 2020 | < 1 |
| Student | Gettysburg, NC | Aug 2019 - Dec 2019 | < 1 |
| Carrabba's Italalian Grill | Durham, NC | Jul 2019 - Aug 2019 | < 1 |
| Student | Durham, NC | May 2019 - Jul 2019 | < 1 |
| Student | Gettysburg, PA | Jan 2019 - May 2019 | < 1 |
| Student - Winter Break | Durham, NC | Dec 2018 - Jan 2019 | < 1 |
| Student | Gettysburg, PA | Aug 2018 - Dec 2018 | < 1 |
| Broadneck Evangelical Presbyterian Church | Arnold, MD | May 2018 - Aug 2018 | < 1 |
| Student | Gettysburg, PA | Jan 2018 - May 2018 | < 1 |
| Student - Winter Break | Durham, NC | Dec 2017 - Jan 2018 | < 1 |
| Student | Gettysburg, NC | Aug 2017 - Dec 2017 | < 1 |
| High School Student | Durham, NC | Jan 2013 - May 2017 | 4 |
| Croasdaile Retirement Home | Durham, NC | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- VA
- WA
-
Total Assets Under Management12,488MILLIONS
-
Total Number of Accounts2,978ACCOUNTS
-
Average Account Value$4,193,535
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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