James Everett Hall
Professional Summary
James Everett Hall, who also goes by James Everett Hall Jr, Jim Hall Jr, is a registered financial advisor currently at CARY STREET PARTNERS located in Roanoke, Virginia. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. James has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Everett Hall Jr, Jim Hall Jr
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
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.
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
Current Firm
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Contact Information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219Phone Number
(804) 340-8100# of Employees
182SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
16,731AUM (Assets Under Management)
$10,252,264,301Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/10/2026 | Cover Page | Report |
| 11/24/2025 | Cover Page | Report |
| 10/22/2024 | Cover Page | Report |
| 07/25/2023 | Cover Page | Report |
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
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.
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
Primary Firm SEC Registration
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
State Registrations and Notice Filings
(1/5/2026)
(1/6/2026)
(1/5/2026)
(1/2/2026)
(12/5/2023)
(1/7/2026)
(1/2/2026)
(8/29/2022)
(1/8/2026)
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.
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view James Everett Hall's CRS (Customer Relationship Summary).
Similar Advisors
BH ASSET MANAGEMENT, LLC
TOR BROKERAGE LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
JEFFERIES LLC
