About Us
Scott James Group has been helping investors plan and execute their financial retirement plans since 1993. Our Certified Financial Planners focus on budgeting and the proper asset allocation to keep your retirement cash flow stable and to last as long as possible.
The investments you make with us are held with our clearing firm, Pershing, LLC, a division of The Bank of New York Mellon, custodian of over $48.8 trillion in assets as of March, 31, 2024; the largest financial custodian in the world. The advantages of working with The Scott James Group are you get an owner operated business environment combined with the financial security of having your investments held by the largest custodian in the world.
The company President, Scott James, has been a registered securities representative since 1986, for over 36 years.
Scott S. James, President, CCO, Registered Representative, Certified Financial Planner
Formal Education After High School:
Institution | Dates Attended | Degree Awarded |
---|---|---|
Virginia Polytechnic Institute | 9/81 to 12/82 | |
Seminole Community College | 1/83 to 12/83 | Associate Business |
Virginia Polytechnic Institute | 1/84 to 5/85 | Bachelor of Science Management |
James Madison University | 9/85 to 8/86 | Master of Business Administration |
College For Financial Planning | 6/85 to 10/89 | Certified Financial Planner |
Business Experience | Dates | Title |
---|---|---|
Dean Witter Reynolds, Inc. | 10/86 to 3/96 | Senior Vice President, Investments |
Commonwealth Financial Network | 3/96 to 10/01 | General Securities Principal, Registered Representative |
The Scott S. James Company,Registered Investment Adviser | 3/96 to Present | President, Chief Compliance Officer |
Scott James Group, Inc. | 7/00 to Present | President, CCO , FINOP |
Please fill out your interests on Your Investment Interests page for information on your areas of interest. Thank you.