How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW James

ADVISOR PERSONAL BIO

Jim co-founded Partners in Financial Planning, LLC in 2009. He has authored the book entitled “Financial Planning for the Older Client” as well as quoted on financial planning topics in a variety of local and national publications. He is active with National Association of Personal Financial Advisors (NAPFA) and NAPFA Consumer Education Foundation (NCEF).  Jim has served as an industry expert for the North American Securities Administrators Association (NASAA) Exams Advisory Project Group that develops and reviews questions for the Series 63, 65 and 66 securities exams.  He holds a Bachelor of Science in Accounting from Virginia Tech and has served in the financial services industry for 50+ years. Jim enjoys being involved with his community.  He chairs the boards of Feeding America Southwest Virginia, Alta Mons Inc., and serves as Treasurer of the Roanoke District of the United Methodist Church to name a few. Jim and his wife Brenda live in Salem with their cats and enjoys going to Virginia Tech sporting events, especially Hokie basketball and football.

ADVISOR PROFILE

Services Offered
Investment Planning
Comprehensive Financial Planning
Estate Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Benefits
Insurance Planning
My Areas of Expertise
Estate & Generational Planning Issues
Fixed Fee (Subscription, Retainer, etc.)
Investment Advice with Ongoing Management
Medical Professionals
Retirement Planning & Distribution Rules
Tax Planning

SINCE MAY, 1981 I AM A PARTIAL OWNER AND MEMBER OF RADTEC, LLC, A NON INVESTMENT RELATED BUSINESS. THE COMPANY OWNS AND OPERATES RESIDENTIAL APARTMENTS IN RADFORD, VA. FOR TWO HOURS A MONTH, NONE OF THE TIME DURING SECURITIES TRADING HOURS, I CONSULT ON MANAGEMENT DECISIONS AND PREPARE FINANCIAL ANALYSIS AND INCOME TAX RETURNS.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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James Elwood Pearman JR

Experience: 33 years / 2 firms

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