John James (CRD# 4542630) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Upper Marlboro, MD and has over 2 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2185673
Cornerstone Advisory
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Jun 2023 - Current | < 1 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Jun 2023 - Current | < 1 |
| Transamerica Employer Benefits | Cedar Rapids, IA | Jun 2022 - Current | 1 |
| Transamerica Financial Advisors, Inc. | Fairfax, VA | Aug 2021 - Current | 2 |
| World Financial Group, Inc. | Fairfax, VA | Jun 2021 - Current | 2 |
| Geico | Chevy Chase, MD | May 2014 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Silver Spring, MD | Feb 2014 - Jul 2015 | 1 |
| World Financial Group, Inc. | Silver Spring, MD | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- DC
- FL
- GA
- MD
- VA
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Total Assets Under Management297MILLIONS
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Total Number of Accounts2,290ACCOUNTS
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Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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