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JC

John P. Coleman

PIEDMONT WEALTH MANAGEMENT
FREDERICKSBURG, VA 22401
Some features on this profile are disabled
CRD#: 4829632
JC

Professional summary

John Philip Coleman is a registered financial advisor currently at PIEDMONT WEALTH MANAGEMENT located in Fredericksburg, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

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 John Philip Coleman'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

February 26, 2026 - Present

PIEDMONT WEALTH MANAGEMENT

Office #1: 608 Westwood Office Park, Fredericksburg, VA 22401
RIA
CRD#: 340285
FREDERICKSBURG, VA
Past

September 6, 2016 - February 26, 2026

PIEDMONT WEALTH MANAGEMENT

RIA
CRD#: 155899
Fredericksburg, VA
Past

January 21, 2010 - July 1, 2014

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
GLEN ALLEN, VA
Past

January 3, 2008 - December 31, 2008

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA
Past

August 24, 2004 - December 31, 2007

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Virginia
(2/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/6/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/27/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 8/23/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PIEDMONT WEALTH MANAGEMENT
BURKE & HERBERT WEALTH SERVICES, LLC | PIEDMONT WEALTH MANAGEMENT

CRD#: 340285 / SEC#: 801-135403

RIA
Registered Investment Advisory firm - (1/1/2026 120-Day Approval)
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Contact information

Main Address
100 S. Fairfax Street, Alexandria, VA 22314
Mailing Address
Phone number
(703) 518-8361
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 012426 (1/24/2026)
0

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

PIEDMONT WEALTH MANAGEMENT

CRD#: 340285Fredericksburg, VA 22401

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