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James Morrison Ventrelli

Amj Financial Wealth Management LLC

Leesburg, VA

CRD 7513749

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Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Amj Financial Wealth Management Llc

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-28
  • VA RA
    APPROVED
    Since 2023-08-28

Branch Locations

44160 Scholar Plaza Suite 490, Leesburg, VA 20176 • 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
Student Herndon VA 03/2013 12/2021
Amj Financial Wealth Management, Llc Leesburg VA 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-26
  • S65 Uniform Investment Adviser Law Examination
    2023-08-26

View on SEC IAPD

Nearby Firms

BERG FAIRCLOTH INVESTMENT ADVISORS
MCAS
CERITY PARTNERS LLC

Nearby Investors

RICKY LANDON FAIRCLOTH
Daniel Faircloth
ANISE KAYLEY FAIRCLOTH

Nearby Offices

BERG FAIRCLOTH INVESTMENT ADVISORS · LEESBURG, VA
MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA

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