Unclaimed Profile

James Wyatt Poats

PETTYJOHN CO·LYNCHBURG, Virginia

Series 7, Series 63Clean record36 years registeredPETTYJOHN CO

1925 ATHERHOLT ROAD, LYNCHBURG, VA 24501CRD# 1287045Firm CRD# 106403

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Wyatt Poats · LYNCHBURG, VA

Registration

CRD #1287045 · PETTYJOHN CO · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PETTYJOHN CO

PETTYJOHN, WOOD & WHITE, INC.

Oct 1989 – Apr 2021

LYNCHBURG, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · October 31, 1989

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PETTYJOHN, WOOD & WHITE, INC.

CRD 106403 · SEC 801-13803

AUM

$734M

Regulatory assets under management

Employees

970 client accounts

Services offered by PETTYJOHN, WOOD & WHITE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PETTYJOHN, WOOD & WHITE, INC. →

Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LYNCHBURG?

Browse all registered financial advisors in LYNCHBURG, Virginia or claim this profile if it's yours.

Browse LYNCHBURG Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does James Wyatt Poats offer?

James Wyatt Poats specializes in Financial Planning, Investment Management.

What are James Wyatt Poats's credentials?

James Wyatt Poats is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Wyatt Poats located?

James Wyatt Poats is based in LYNCHBURG, Virginia, last registered with PETTYJOHN CO.

How does James Wyatt Poats charge for services?

James Wyatt Poats's firm is compensated through percentage of aum, other: hourly and fixed fees for financial planning services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PETTYJOHN CO?

PETTYJOHN CO has approximately 6 employees and manages $734M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →