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JG

James M. Gift

JUNO FINANCIAL GROUP LLC
RICHMOND, VA 23226
Some features on this profile are disabled
CRD#: 5963620
JG

Professional summary

James Michael Gift JR, CFP®, who also goes by James M Gift Jr, Jimmy Michael Gift, is a registered financial advisor currently at JUNO FINANCIAL GROUP LLC located in Richmond, Virginia.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. James has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

James M Gift Jr | Jimmy Michael Gift

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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/6/2016 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment Advisor RepresentativeBusiness Name: The Faison Center Investment Related: No Address: 1701 Byrd Ave Richmond VA 23230 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Junior Board member Start Date: 10/13/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend board meetings, volunteer at the faison center, help plan events to create awareness for autismBusiness Name: Juno Financial Group Investment Related: Yes Address: 1802 Bayberry Court, Suite 403 Richmond VA 23226 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 11/16/2018 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Financial Planning, Investment Advisory, and Wealth Management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Michael Gift JR'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

Experience

Current

June 22, 2025 - Present

JUNO FINANCIAL GROUP LLC

Office #1: 1802 Bayberry Court Suite 203, Richmond, VA 23226
RIA
CRD#: 336362
RICHMOND, VA
Past

May 23, 2016 - June 16, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
RICHMOND, VA
Past

May 2, 2016 - May 23, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Richmond, VA
Past

May 2, 2016 - June 16, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Richmond, VA
Past

January 7, 2016 - April 18, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
MECHANICSVILLE, VA
Past

December 22, 2015 - April 18, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
MECHANICSVILLE, VA
Past

March 6, 2013 - December 23, 2015

M&T SECURITIES, INC.

RIA
CRD#: 17358
WASHINGTON, DC
Past

March 6, 2013 - December 23, 2015

M&T SECURITIES, INC.

BD
CRD#: 17358
WASHINGTON, DC
Past

December 6, 2011 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WASHINGTON, DC
Past

September 23, 2011 - February 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WASHINGTON, DC

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
(6/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/18/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/28/2014
General Securities Principal Examination

Current Firm

JF
JUNO FINANCIAL GROUP LLC
JUNO FINANCIAL GROUP LLC

CRD#: 336362 / SEC#: 801-132999

RIA
Registered Investment Advisory firm - (6/13/2025 120-Day Approval)
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Contact information

Main Address
1802 Bayberry Court Suite 203, Richmond, VA 23226
Mailing Address
Phone number
(804) 500-6464
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 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

JUNO FINANCIAL GROUP LLC - FORM ADV 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts640
AUM (Assets Under Management)$ 521,479,651

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

JUNO FINANCIAL GROUP LLC

CRD#: 336362Richmond, VA 23226

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