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Charles Edward Clement

James River Asset Management, LLC

Midlothian, VA

CRD 6165425

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Employer firm

James River Asset Management, LLC CRD 117917

$274M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
James River Asset Management, Llc

15521 Midlothian Tnpk. Suite 100, Midlothian, VA 23113 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-10-28
  • VA RA
    APPROVED
    Since 2020-10-28

Branch Locations

15521 Midlothian Tnpk. Suite 100, Midlothian, VA 23113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
James River Wealth Advisors Midlothian VA 09/2014 Present
  • 09/2014 → Present
    James River Wealth Advisors
    Midlothian, VA
Other Businesses

Experity Board of Directors - not invenstment related activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-28
  • S65 Uniform Investment Adviser Law Examination
    2020-10-28

View on SEC IAPD

Nearby Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC
KESTRA ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters

Nearby Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA

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