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John David Faith Jr.

Advisor at Raymond James Financial — Fairfax, VA Main Street

Updated today

Credentials

Series 63, Series 65, Series 66

Experience

28 years

Location

Fairfax, VA 22031

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,497

Across 2,992 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

John Faith Jr. is a financial advisor with Raymond James Financial who holds the Series 63, 65, and 66 designations and has 28 years of industry experience. His career includes roles at Atlantic Union Bank, Union Bank & Trust, and Union Investment Services. He also serves as a trustee for the Faith Family Trust. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Fairfax, VA Main Street

9910 Main Street

Fairfax VA 22031

Advisors at this office

2

Most active in

Texas · Virginia

Work history

28 years of industry experience

Atlantic Union Bank

2019 - Present • 7 years

Fairfax, VA

Union Bank & Trust

2014 - 2019 • 5 years

Fredericksburg, VA

Raymond James Financial

2009 - Present • 17 years

Fairfax, VA

Raymond James Financial Services,Inc.

2008 - Present • 18 years

Fairfax, VA

Union bank

2008 - 2019 • 11 years

Fredericksburg, VA

Union Investment Services, Inc.

2008 - 2019 • 11 years

Fredericksburg, VA

Chevy Chase Financial Services

2005 - 2008 • 3 years

Bethesda, MD

United Brokerage Services, INC

2004 - 2005 • 1 year

Vienna, VA

Wells Fargo Clearing

2003 - 2004 • 1 year

Washington, DC

Chevy Chase Financial Services

2002 - 2003 • 1 year

Bethesda, MD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gerardo M

CFA®, Series 65

Washington, DC

BLU Capital

Gerardo Martinez Y Carriles is a CFA® charterholder with one year of experience in financial advising. He is the sole advisor at BLU Capital and previously worked at Berlin Wealth Group Advisors and International Fintech Intelligence. BLU Capital serves institutional and individual clients, including foundations, pension plans, and small businesses. The firm uses a combination of fundamental research, quantitative modeling, factor-based strategies, and ESG screening, and offers services such as portfolio management, financial planning, and consultant selection.

ESG / Sustainable investing Private / alternative investments Factor investing / smart beta Charitable giving & philanthropy General estate planning guidance Financial Professional SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance) Values-based investing Intergenerational Families

Kevin M

CFP®, Series 65

Washington, DC

Illumint

Illumint is a fee-only financial planning firm for Millennial women who want to put their growing savings to work. Women like you have built your savings throughout your careers or received new money through an inheritance, bonus, or other financial windfall. Illumint will help you decide what to do next, with a focus on how that money can fit into and support the rest of your financial life. Illumint is Washington, DC-based, a virtual service, provides flat-fee comprehensive planning, offers optional investment management, and does not have an investment or net-worth minimum.

Inheritance planning Multi-generational wealth transfer Inherited wealth Wealth management General tax planning Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)

Alvin C

CFP®, CFA®

Arlington, VA

District Capital Management, LLC

Hi, I'm Alvin, I’m a fee-only financial advisor in Washington, D.C, and the founder of District Capital Management. I am deeply committed to helping professionals in their 30s and 40s retire by 55, through holistic financial planning and research-driven investing. Since 2013, I’ve empowered over 400 clients to take control of their financial futures, making personal finance approachable and less intimidating. Life in your 30s and 40s can be overwhelming. You may be balancing multiple high-stress jobs, managing a mortgage, paying off student loans, trying to save for your child’s education, and perhaps even starting a new business. With all these demands, it’s tough to find the time—let alone the desire—to dive into the complexities of investments, taxes, retirement planning, and which accounts to use to optimize your finances. Your focus should be on what you love, not deciphering financial jargon. That’s where I come in. I’m here to help you maximize your finances so you can retire by 55 and live the life you’ve always envisioned. As a CERTIFIED FINANCIAL PLANNER™ and CFA® charterholder, my approach goes beyond just providing a financial plan; I partner with my clients through life’s ups and downs, offering personalized guidance and unwavering support. I’m an active member of the XY Planning Network, Fee-Only Network, and the National Association of Personal Financial Advisors (NAPFA). My insights have been featured in leading publications such as The New York Times, Forbes, Business Insider, Time, and Yahoo! Finance. I also hold an MA in International Relations from Johns Hopkins University. I also serve as Coaching Chair for Entrepreneurly, a non-profit supporting small business owners in DC. In my free time, I enjoy hiking, swing dancing, and playing pickleball. Learn more here: https://districtcapitalmanagement.com/ * "Washington, D.C.'s Best Financial Advisors" -- Washingtonian Magazine * “Top Financial Planners In Washington, D.C.” - Expertise.com * “Best Financial Planners For Millennials” - Millennial Money * Washington Parent Picks Winner - Washington Parent * Diversity Scholarship Winner - FPA

General retirement planning Cash flow / budgeting Debt management RSUs / ISOs / NSOs Early retirement planning Technology Professional Self-Employed Engineering Professional Founder/Business Owner Government Employee Mid-Career Professionals Married/Couples/Partners Women Professionals Gen Y/Millennials (Born 1980-1995) Minorities
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David S

Series 65, Series 63, Series 7, AIF®, CMFC®

McLean, VA

Fedwise Advisors

David Setia, AIF, CMFC, is a financial advisor with LPL Financial in McLean, Virginia, holding Series 7, Series 65 and Series 63 credentials and over 10 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research and model portfolios.

General retirement planning Retirement income strategy General tax planning General estate planning guidance Roth conversion strategy Retired Government Employee Approaching retirement Retired
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Jessica H

CFP®

Silver Spring, MD

Tender Wealth

Jessica Horner is a CFP® currently with Tender Wealth in Silver Spring, MD. She has prior experience at Chevy Chase Trust and JMH Financial LLC, with a total of several years in the financial services industry. Before her advisory career, she worked for Howard County - Central Fleet for eight years. Tender Wealth is an independent firm providing financial planning and consulting to individuals and high-net-worth clients, emphasizing financial education through public workshops and an after-school program that combines youth sports with basic financial literacy. The firm offers written plans and recommendations without portfolio management or custody and incorporates ESG considerations in its advice.

General tax planning Life insurance needs analysis Cash flow / budgeting College savings (529s, UTMA, etc.)
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Girish G

Series 65

Chantilly, VA

Magnus Financials LLC

Girish Gupte is a financial advisor at Magnus Financials LLC with a Series 65 designation and one year of industry experience. He has prior business experience spanning various ventures including insurance and real estate companies that he has been involved with since 2008. Magnus Financials LLC serves individual investors and small businesses by providing financial planning, non-discretionary portfolio advisory, and targeted consulting such as small-business valuations. The firm’s investment approach focuses on strategic asset allocation informed by top-down and fundamental analysis, with advice delivered on a non-discretionary basis and tailored to client preferences.

Business exit / sale strategy Founder/Business Owner Self-Employed
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