James M. Joseph

SENTINEL WEALTH MANAGEMENT

RESTON, VA 20190

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CRD#: 2714510

Professional summary

James Mark Joseph, CFP® is a registered financial advisor currently at SENTINEL WEALTH MANAGEMENT, INC. located in Reston, Virginia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. James has worked at 2 firms and has passed the Series 63, Series 65, Series 7 and Series 2 exams.

Question & Answer

What are your service offerings?

Estate Planning

Tax Planning

Investment Planning

Retirement Income Management

Retirement Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

Corporate Executives

Entrepreneurs

Estate & Generational Planning...

High Net Worth Client Needs

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Mark Joseph's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 1995

Experience

Current

August 24, 2002 - Present

SENTINEL WEALTH MANAGEMENT, INC.

Office #1: 11710 Plaza America Drive Suite 130, Reston, VA 20190

RIA

CRD#: 122235

RESTON, VA

Past

March 13, 1996 - August 21, 2002

RONALD BLUE & CO., LLC

RIA

CRD#: 104605

RESTON, 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".

SENTINEL WEALTH MANAGEMENT, INC.

CRD#: 122235 / SEC#: 801-61393

RIA

Registered Investment Advisory firm - (8/16/2002 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
(12/8/2009)

IAR

Virginia
(8/24/2002)

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

State Security Law Exam

Series 63

Date: 1/8/1998

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/27/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/1997

General Securities Representative Examination

General Industry/Product Exam

Series 2

Date: 6/21/1996

Non-Member General Securities Examination

Current Firm

SENTINEL WEALTH MANAGEMENT, INC.

CRD#: 122235 / SEC#: 801-61393

RIA

Registered Investment Advisory firm - (8/16/2002 Approved)

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Contact information

Main Address

11710 Plaza America Drive Suite 2000, Reston, VA 20190

Mailing Address

Phone number

(703) 787-5770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SENTINEL WEALTH MANAGEMENT ADV 2A (10/31/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 338,662,123

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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James M. Joseph

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Mark Joseph's CRS (Customer Relationship Summary).

Certified licenses

Experience

RONALD BLUE & CO., LLC

Primary Firm SEC Registration

SENTINEL WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/8/1998

Series 65

Date: 2/27/1996

Series 7

Date: 12/30/1997

Series 2

Date: 6/21/1996

Current Firm

SENTINEL WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENTINEL WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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