A complete list of active advisors currently associated with The Scott S. James Company
Warmer can help you find a great advisor at The Scott S. James Company or one who fits your needs even better.
The Scott S. James Company is an SEC-registered investment adviser that provides financial planning, portfolio management (both discretionary and non-discretionary), and trustee services to individuals — including high-net-worth clients — as well as small businesses, charities, trusts, and estates. As of December 31, 2025 the firm managed roughly $139 million for about 139 clients and its investment advisory representatives hold Certified Financial Planner credentials. The firm tailors investment strategies to documented client objectives, time horizons, and risk tolerances, with planning centered on goals such as retirement and funding education; clients complete a retirement cash flow questionnaire and portfolios are reviewed at least annually with rebalancing and tax-loss harvesting considered. SJC’s analysis and strategy toolkit includes fundamental, technical, quantitative, and modern portfolio theory approaches and, where appropriate, uses options, margin, and other instruments consistent with client risk profiles and any client-imposed restrictions. Notably, the firm is affiliated with a broker-dealer and requires use of that introducing broker-dealer (which routes trades through Pershing), and several of its advisory representatives also serve as registered representatives of the affiliated broker-dealer and are licensed insurance agents — relationships the brochure identifies as potential conflicts of interest and says are mitigated by disclosure and the firm’s fiduciary obligations. The firm also acts as a trustee for client trusts, a role that results in limited custody and subjecting trustee accounts to independent surprise custody examinations.
To learn more about the advisors currently working at The Scott S. James Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Falls Church, VA
| 39
| |
Falls Church, VA
| 0
| |
Falls Church, VA
| 32
|
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