James Albert Sexton
CFP®Professional Summary
James Albert Sexton, CFP®, who also goes by Jamie Sexton, is a registered financial advisor currently at PIEDMONT WEALTH ADVISORY located in Reston, Virginia. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. James has worked at 5 firms and has passed the Series 63, SIE 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
Jamie Sexton
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Videos & Posts
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Contact Information
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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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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
OAK BARREL WEALTH ADVISORY | PIEDMONT WEALTH ADVISORY | OAK BARREL WEALTH ADVISORY LLC
Contact Information
Main Address
12030 Sunrise Valley Drive Suite 325, Reston, VA 20191Phone Number
(571) 313-5125# of Employees
3SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
615AUM (Assets Under Management)
$353,748,214Similar Advisors
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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.
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Primary Firm SEC Registration
OAK BARREL WEALTH ADVISORY | PIEDMONT WEALTH ADVISORY | OAK BARREL WEALTH ADVISORY LLC
State Registrations and Notice Filings
(9/11/2026)
(11/25/2024)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view James Albert Sexton's CRS (Customer Relationship Summary).
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