AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
JJ

Julia S. James

SCOTT JAMES GROUP
Falls Church, VA 22042
Some features on this profile are disabled
CRD#: 4343818
JJ

Professional summary


Julia Sun James is a registered financial professional currently at SCOTT JAMES GROUP, INC. located in Falls Church, Virginia.

Julia is registered as a RR (Registered Representative) and started their career in finance in 2002. Julia has worked at 1 firm and has passed the Series 63, Series 11 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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) - BD


Click below to view Julia Sun James'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®
None

Experience


Current

January 29, 2002 - Present

SCOTT JAMES GROUP, INC.

Office #1: 6700 Arlington Boulevard, Falls Church, VA 22042Office #2: 6700 Arlington Boulevard, Falls Church, VA 22042
BD
CRD#: 104374
Falls Church, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(12/4/2003)
RR
Virginia
(2/27/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 2/26/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 11
Date: 8/26/2010
Assistant Representative-Order Processing Qualification Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SJ
SCOTT JAMES GROUP, INC.
SCOTT JAMES GROUP, INC.

CRD#: 104374 / SEC#: , 8-52838

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
6700 Arlington Boulevard, Falls Church, VA 22042
Mailing Address
6700 Arlington Boulevard, Falls Church, VA 22042
Phone number
(703) 533-2500
Established
Virginia since 07/13/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
JAMES, SCOTT SNYDERPRESIDENT/FINOP/MUNICIPAL PRINCIPAL/CHIEF COMPLIANCE OFFICER1588816

Red Flags


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.

Company Information


SCOTT JAMES GROUP, INC.

CRD#: 104374Falls Church, VA 22042

TRUST BUT VERIFY

Monitor Julia James

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
EC
Erin CainesAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
DERWOOD, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics