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JM

James Mccomb

MADISON PARTNERS
BURKE, VA
·CRD# 3068837·28 years experience

Professional Summary

James Mccomb, who also goes by James Michael Mccomb, Jim Mccomb, James M Mccomb, is a registered financial advisor currently at MADISON PARTNERS located in Burke, Virginia. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. James has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

James Michael Mccomb, Jim Mccomb, James M Mccomb

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

28 years in the financial services industry

Current & Past Employments

MADISON PARTNERS·CRD# 305824
RIA
Burke, VA
October 2, 2026 - Present
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Stafford, VA
June 6, 2023 - August 20, 2026
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Stafford, VA
June 6, 2023 - August 20, 2026
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Reston, VA
May 24, 2016 - May 22, 2023
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Reston, VA
May 24, 2016 - May 22, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC·CRD# 111514
RIA
Ft Lauderdale, FL
July 23, 2014 - January 5, 2016
TD AMERITRADE, INC.·CRD# 7870
RIA
Ft. Lauderdale, FL
July 21, 2014 - January 5, 2016
TD AMERITRADE, INC.·CRD# 7870
BD
Ft. Lauderdale, FL
July 17, 2014 - January 5, 2016
HSBC SECURITIES (USA) INC.·CRD# 19585
RIA
Pompano Beach, FL
April 16, 2014 - July 1, 2014
HSBC SECURITIES (USA) INC.·CRD# 19585
BD
Pompano Beach, FL
April 15, 2014 - July 1, 2014
SCHWAB WEALTH ADVISORY, INC.·CRD# 159035
RIA
Phoenix, AZ
January 3, 2012 - June 10, 2013
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Phoenix, AZ
June 6, 2008 - December 31, 2011
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Phoenix, AZ
November 29, 1999 - June 10, 2013
DAVIS DISTRIBUTORS, LLC·CRD# 7975
BD
Tucson, AZ
October 14, 1998 - August 19, 1999

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Current Firm

MP
MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 Approved)

Contact Information

Main Address

1502 W Broadway Suite 301, Madison, WI 53713

Phone Number

(608) 210-1021

# of Employees

17

SEC notice filing (27 States and Territories)

Registered to provide investment advisory services in 27 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MADISON PARTNERS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (7/8/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,213

AUM (Assets Under Management)

$1,303,110,029

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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.

James McComp is a licensed insurance agent with various insurance companies; Madison Partners prohibits James McComb from selling insurance to and generating commissions from Madison Partners’ clients according to firm policy.

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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".
MP
MADISON PARTNERS

MADISON PARTNERS | MADISON WEALTH PARTNERS, INC. | MADISON PARTNERS LLC

CRD#: 305824 / SEC#: 801-118168
RIA
Registered Investment Advisory firm - SEC (3/4/2020 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.
IAR
Virginia
(10/2/2026)

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.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2008About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Oct 1998About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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JM
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