James
Joseph
Sentinel Wealth Management, Inc
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About this Advisor
James Joseph is a financial advisor based in Reston, Virginia, working with Sentinel Wealth Management, Inc. James has previously held a position at Sentinel Wealth Management, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, James is part of Sentinel Wealth Management, Inc, which operates out of Reston, Virginia. The firm has 1 office and 3 employees. The firm manages assets totaling $308.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Sentinel Wealth Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sentinel Wealth Management, Inc Brokerage Details
$308,506,661
3
349
$883,973
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Joseph Work History
Sentinel Wealth Management, Inc
Disclosures
Please visit the SEC profile of James Joseph to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sentinel Wealth Management, Inc
Charlottesville, VA
Reston, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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