James E. Pearman
PARTNERS IN FINANCIAL PLANNING
Salem, VA 24153
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CRD#: 2134909
Professional summary
James Elwood Pearman JR, CFP®, who also goes by James Pearman, is a registered financial advisor currently at PARTNERS IN FINANCIAL PLANNING, LLC located in Salem, Virginia.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. James has worked at 2 firms and has passed the Series 65 exam.
Biography
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.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Estate Planning
Tax Planning
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Medical Professionals
Retirement Planning & Distribu...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
James Pearman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Elwood Pearman JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1992
Experience
Current
November 13, 2009 - Present
PARTNERS IN FINANCIAL PLANNING, LLC
Office #1: 421 South College Avenue, Salem, VA 24153RIA
CRD#: 151980
Salem, VA
Past
April 10, 1991 - November 13, 2009
FEE-ONLY FINANCIAL PLANNING, L.C.
RIA
CRD#: 108365
ROANOKE, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
Registered Investment Advisory firm - (11/10/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(2/18/2022)
IAR
Virginia(11/13/2009)
Current Firm
PARTNERS IN FINANCIAL PLANNING, LLC
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980 / SEC#: 801-70754
RIA
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Contact information
Main Address
421 South College Avenue, Salem, VA 24153
Mailing Address
421 South College Avenue, Salem, VA 24153
Phone number
(540) 444-2930
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,774 |
| AUM (Assets Under Management) | $ 779,819,330 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/10/2025 | ||
| 02/13/2024 | ||
| 01/09/2023 |
Red Flags
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Company Information
PARTNERS IN FINANCIAL PLANNING, LLC
CRD#: 151980Salem, VA 24153TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
