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James Elwood Pearman

PARTNERS IN FINANCIAL PLANNING, LLC·SALEM, Virginia
Series 65Clean record35 years registeredPARTNERS IN FINANCIAL PLANNING, LLC
421 SOUTH COLLEGE AVENUE, SALEM, VA 24153CRD# 2134909Firm CRD# 151980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Elwood Pearman · SALEM, VA
Registration
CRD #2134909 · PARTNERS IN FINANCIAL PLANNING, LLC · 35 years registered
Brand Profile
Not yet started
01

Career History

PARTNERS IN FINANCIAL PLANNING, LLC
Nov 2009 – present
FEE-ONLY FINANCIAL PLANNING, L.C.
Apr 1991 – Nov 2009
ROANOKE, VA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 10, 1991
Years registered · 35
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARTNERS IN FINANCIAL PLANNING, LLC
CRD 151980 · SEC 801-70754
AUM
$709M
Regulatory assets under management
Employees
12
2,163 client accounts
Services offered by PARTNERS IN FINANCIAL PLANNING, LLC
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 PARTNERS IN FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does James Elwood Pearman offer?
James Elwood Pearman specializes in Financial Planning, Investment Management. Contact their office in SALEM, Virginia for a consultation.
What are James Elwood Pearman's credentials?
James Elwood Pearman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Elwood Pearman located?
James Elwood Pearman is based in SALEM, Virginia, working with PARTNERS IN FINANCIAL PLANNING, LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.
How does James Elwood Pearman charge for services?
James Elwood Pearman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS IN FINANCIAL PLANNING, LLC?
PARTNERS IN FINANCIAL PLANNING, LLC has approximately 12 employees and manages $709M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARTNERS IN FINANCIAL PLANNING, LLC

Pamela Dolvin Poldiak
SALEM, VA
Stephen Christopher Bain
SALEM, VA
Christopher William Bishop
SALEM, VA
Richard Keith Bryan
SALEM, VA

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Research
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