Scott
James

The Scott S. James Company

CRD#1588816
Investment Advisor
in Falls Church, VA

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About this Advisor

Scott James is a financial advisor based in Falls Church, Virginia, working with The Scott S. James Company. Scott has previously held positions at The Scott S. James Company and Scott James Group, Inc. Scott has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Virginia. Currently, Scott is part of The Scott S. James Company, which operates out of Falls Church, Virginia. The firm has 3 employees and manages assets totaling $91.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at The Scott S. James Company includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

6700 Arlington Blvd
Falls Church, VA 22042

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The Scott S. James Company Brokerage Details

Total Assets Under Management

$91,553,175

VA Average: $1,835,309,194
Total Number of Employees

3

VA Average: 32
Total Number of Accounts

248

VA Average: 1,458
Average Account Size

$369,166

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Scott James Work History

2001 - Present (23 years)

Scott James Group, Inc

1996 - Present (28 years)

The Scott S. James Company

Disclosures

Please visit the SEC profile of Scott James 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 The Scott S. James Company

Scott James
Falls Church, VA
Mary Scanlan
Falls Church, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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