Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$21.0B

Fee Structure

Financial Planning:Investment management only
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Location

20 S. King Street, Leesburg, VA, 20175

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a town council member for Round Hill, VA, dedicating a few hours per week. He also acts as an agent/owner for 1756 Long Level Road, LLC, a real estate venture, spending minimal time on it.

Employment History
Current Registrations
The Baldwin Group Wealth Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Kestra Advisory Services, LLC
May 2016 - January 2025 · 8 yrs 8 mos
Kestra Investment Services, LLCBroker
August 2014 - January 2025 · 10 yrs 5 mos
NFP Advisor Services, LLC
August 2014 - September 2016 · 2 yrs 1 mo
Financial Telesis INCBroker
November 2008 - August 2014 · 5 yrs 9 mos
Financial Telesis, INC.
November 2008 - August 2014 · 5 yrs 9 mos
Princor Financial Services Corporation
September 2006 - November 2008 · 2 yrs 2 mos
Princor Financial Services CorporationBroker
February 2005 - November 2008 · 3 yrs 9 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.