James Cofer Winters

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → 03/2021
  H. Beck, Inc.
  Rockville, MD
• 01/1998 → Present
  Commonwealth Pension Management
  Richmond, VA
• 04/2021 → 04/2021
  Grove Point Advisors, Llc
  Rockville, MD
• 04/2021 → 04/2021
  Grove Point Investments, Llc
  Rockville, MD
• 04/2021 → Present
  Innovation Partners Llc
  Charlotte, NC
• 04/2021 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC

Previous Registrations

• 2021-04-01 → 2021-04-30
  Grove Point Advisors, Llc
  Rockville, MD
• 2008-02-06 → 2021-04-01
  Grove Point Investments, Llc
  Rockville, MD
  Richmond, VA
• 1995-10-24 → 2008-02-05
  J. A. Winters, Jr.
  Richmond, VA

Other Businesses

JAMES C. WINTERS, DBA COMMONWEALTH PENSION MANAGEMENT, L.L.C.- INSURANCE BROKER POSITION: Insurance broker NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: YES NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 12/01/1985 ADDRESS: 9400 Michelle Place, Richmond VA 23229, United States DESCRIPTION: Sales and service of fixed insurance products

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-03-23
• S63 Uniform Securities Agent State Law Examination
  1985-01-14

Other Names

• Al Winters
• James Allan Winters
• James Allan Winters