James Masloff
James Masloff is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Moneta, VA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Moneta, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a managing member of Cedar Point, LLC, which owns a family vacation home, and owns 100% of James M. Masloff LLC, which owns 50% of Clarity Wealth Partners LLC, a support company. He is also a 50% owner of DMFA, LLC, managing a rental property, and provides health insurance coordination through Financial Group of Virginia.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
MML Investors Services, INC.
MML Investors Services, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations22 states
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