James Joseph, financial advisor Reston VA

James Joseph

CRD Number: 2714510
Current Firm: Sentinel Wealth Management, Inc.

James Joseph (CRD# 2714510) is an Investment Advisor Representative working at Sentinel Wealth Management, Inc. in Reston, VA and has over 28 years of experience in the finance industry. James Joseph has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sentinel Wealth Management, Inc. Reston, VA Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for James M. Joseph
Phone Number: 703-787-5770
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    255
    MILLIONS
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $760,001
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, TX, VA

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