Clayton W. James, CFM
Jamestowne Investments

Tel: (757) 941-5150
263 McLaws Circle, Suite 101
Suite 101
Williamsburg, VA 23185

A Life Well Planned Is A Life Well Lived

Jamestowne Investments | Financial Advisor in Williamsburg ,VA

About Jamestowne Investments

Jamestowne Investments, LLC is headquartered in Williamsburg,
VA. With access to multiple investment product platforms and
with world class research, we are able to offer clients a full
service investment management relationship.

We have been in the investment business and designated as a
Certified Financial Manager since 2003. Our team takes great
pride in helping individual investors, families, trusts and
small businesses and corporations successfully achieve their
financial goals.

We are a full-service firm and we have partnered with two of
the industry's best and most respected organizations -
Prospera Financial and First Clearing, LLC.

Through these partnerships, we are able to offer a wide range
of financial products and services to investors of all size
and experience levels.

Please call us if you have any questions about our firm or the
range of financial products and services we provide. A list of
some of the products and services we provide are as follows:


Investment Services:

General Securities, ETF's, and Mutual Funds

Institutional Execution

Registered Investment Advisory

Alternative Investments


Planning:

Retirement

Educational

Financial / Income

Estate


Risk Management:

Life Insurance

Annuities

Long-term Care Insurance


General Information

Firm Start Year:   2009
Name of Broker/Dealer:   Prospera Financial LLC
Name of Custodial Firm:   WFCS
States Licensed in:   DC, FL, GA, IL, KY, MD, MA, NJ, NY, NC, OH, OR,
PA, TX, VA
Number of Years with Current Firm:   11


Qualifications & Memberships

Insurance and Annuity Licenses:   Life , Long Term Care , Variable Annuity , Variable Life , Annuity
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record



Faqs

  • What are your qualifications? What is your education background? BS degree from Hampden Sydney College in Mathematical Economics. Professional Designations of AAMS and CFM.
  • What is your approach to financial planning? Financial planning is an integral part of our client relationship experience. We do not charge extra for our planning services as we feel it is imperative to conduct a complete planning exercise prior to making long-term investment decisions.
  • What services do you offer? We offer a complete full service investment management and financial planning practice coupled with a concierge level client service model.
  • How many clients do you currently manage? 250+
  • How are you compensated? How will I pay for your services? We are primarily an fee based asset management practice.
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Disclaimer

Security and Advisory Services offered through Prospera Financial,LLC. Member SIPC/FINRA.

Clayton W. James, CFM

Clayton W. James, CFM

CFM, AAMS®


Clayton has been a registered financial adviser since 2003. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. There he earned membership into the Omicron Delta Kappa honors and leadership Society, served as captain of the football team and served as president of his Fraternity - The Kappa Alpha Order. Clayton holds his Series 7, 66, 35 and health, life and annuity licenses. His primary focus is working with families, small business owners, and private endowments and trusts to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the protection characteristics needed to provide both growth and longevity.

Clayton actively participates as an instructor in multiple area adult education and life-long learning programs. He is presently a course instructor at The College of William & Mary through the Christopher Wren Society and with Rappahannock Community College's Life Long Learning program.

Communities Served

Achilles Barhamsville
Battery Park Bohannon
Cardinal Carrollton
Charles City Claremont
Cobbs Creek Dendron
Dutton Fort Eustis
Foster Gloucester
Gloucester Point Hallieford
Hampton Hardyville
Hartfield Hayes
Hudgins Lanexa
Locust Hill Mascot
Mathews Moon
New Point Newport News
North Onemo
Poquoson Port Haywood
Providence Forge Saluda
Seaford Shacklefords
Smithfield Spring Grove
Surry Susan
Toano Wake
Ware Neck Wicomico
Williamsburg Yorktown

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Awards & Recognitions


Prospera Financial Directors Circle
(2009)

5 time winner