JV
James M. Ventrelli
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Leesburg, VA 20176
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CRD#: 7513749
JV
Professional summary
James Morrison Ventrelli is a registered financial advisor currently at AMJ FINANCIAL WEALTH MANAGEMENT LLC located in Leesburg, Virginia.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. James has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view James Morrison Ventrelli's 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®
NoneExperience
Current
August 28, 2023 - Present
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Office #1: 44160 Scholar Plaza Suite 490, Leesburg, VA 20176RIA
CRD#: 162878
Leesburg, VA
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".
AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD#: 162878 / SEC#: 801-113970
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)California
Registered Investment Advisory firm - (10/14/2018 Terminated)Florida
Registered Investment Advisory firm - (9/14/2018 Terminated)Louisiana
Registered Investment Advisory firm - (12/14/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/14/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/14/2018 Terminated)Virginia
Registered Investment Advisory firm - (9/14/2018 Terminated)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(8/28/2023)
Current Firm
AF
AMJ FINANCIAL WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD#: 162878 / SEC#: 801-113970
RIA
Registered Investment Advisory firm - (9/12/2018 Approved)California
Registered Investment Advisory firm - (10/14/2018 Terminated)Florida
Registered Investment Advisory firm - (9/14/2018 Terminated)Louisiana
Registered Investment Advisory firm - (12/14/2017 Terminated)Maryland
Registered Investment Advisory firm - (10/12/2018 Terminated)North Carolina
Registered Investment Advisory firm - (9/14/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/17/2018 Terminated)Texas
Registered Investment Advisory firm - (9/14/2018 Terminated)Virginia
Registered Investment Advisory firm - (9/14/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
44160 Scholar Plaza Suite 490, Leesburg, VA 20176
Mailing Address
Phone number
(703) 466-0477
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 427,426,118 |
Red Flags
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Company Information
AMJ FINANCIAL WEALTH MANAGEMENT LLC
CRD#: 162878Leesburg, VA 20176TRUST BUT VERIFY
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