James Patterson
James Patterson is a CFP-designated registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 823 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.
Location
8350 Broad St., Suite 220, Tyson, VA, 22102-5151
Get directionsHistory
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 works as an insurance agent for Agency One. This activity is not investment-related and requires variable hours per month.
Employment History
Current Registrations
Kfa Private Wealth Group, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Spire Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Daniel Weinstein, CFPKfa Private Wealth Group, LLC
- Michael Rettinger, CFPKfa Private Wealth Group, LLC
- Jason Epps, CFPKfa Private Wealth Group, LLC
- Kevin DeansKfa Private Wealth Group, LLC
- John Fennig, CFPKfa Private Wealth Group, LLC