John Robert Pugh Jr
CFA, CFP®Professional Summary
John Robert Pugh JR, CFA, CFP®, who also goes by Bob Pugh, John Pugh, John Robert Purgh Jr, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2006 - 2026. John had worked at 2 firms and has passed the Series 65 and Series 63 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Business Services
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Education Funding
- Cashflow & Budgeting
Specializations
Biography
Insight Wealth Management (IWM) is an independent, fee-only investment management and financial planning firm located in Gainesville, Virginia. With IWM, you will work directly with one of the most respected investment professionals in the Washington, DC region. Bob Pugh, CFA, CFP®, the Founder and President of IWM, has over twenty years of experience as an investment advisor, economic analyst, educator, financial planner and portfolio manager. His colleagues in the 1,700-member CFA Society of Washington, DC...
Other Aliases
Bob Pugh, John Pugh, John Robert Purgh Jr
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
EVERMAY WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3901 Fairfax Drive Suite 400, Arlington, VA 22203Phone Number
(703) 822-5696# of Employees
24SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,957AUM (Assets Under Management)
$1,329,578,501Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/21/2025 | Cover Page | Report |
| 10/04/2024 | Cover Page | Report |
| 10/16/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
EVERMAY WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by John
- Business Services
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Education Funding
- Cashflow & Budgeting
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