James Burchfield has been an investment adviser representative at MTM Investment Management since April 2020, and is not listed among the firm’s executive officers or direct owners. James Burchfield studied at the University of the South (Sewanee).
MTM Investment Management, LLC is a Spartanburg, SC firm with $678M under management, 424 clients and 5 advisers in one office, as of its July 2026 filing.
Jim Burchfield is Partner of MTM Investment Management. He joined MTM in 2020 through the merger with the Raymond James office he owned and operated with Joe Towson, where he had been an advisor since 1995. Before that he was with A.G. Edwards & Sons.
James Burchfield’s longest registration was 15 years at Raymond James Financial Services Advisors, Inc (2009–2024). Before joining MTM Investment Management in 2020, James Burchfield was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- – present · 6 yearsSpartanburg, SC · Adviser representative · Firm CRD 297500
- Raymond James Financial Services Advisors, Inc– · 15 yearsSpartanburg, SC · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 9 yearsSpartanburg, SC · Adviser representative · Firm CRD 6694
Investment adviser representative registrations
James Burchfield is registered as an investment adviser representative in South Carolina, since April 2020.
- South CarolinaSince 2 April 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 October 2017 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 1 August 2017 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 February 1984 |
| Series 7 | General Securities Representative Examination | 21 January 1984 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Van Burchfield
- CRD
- 1227670
- Firm
- MTM Investment Management · CRD 297500
- Office
- 812 EAST MAIN STREET, Spartanburg, SC 29302
- Registration
- Investment adviser registration
- In the industry since
- January 1984
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mtminvest.com
Where does James Burchfield work?
James Burchfield is an investment adviser representative registered through MTM Investment Management, LLC since April 2020, and is not listed among the firm’s executive officers or direct owners.
Is James Burchfield a financial advisor?
Yes. James Burchfield has a current investment-adviser registration in South Carolina, through MTM Investment Management since April 2020.
How many years of experience does James Burchfield have?
James Burchfield has 42 years in the financial industry, since January 1984, across 3 adviser firms.
What exams has James Burchfield passed?
James Burchfield has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in January 1984. FINRA credited James Burchfield with the SIE, which began in October 2018.
Where did James Burchfield work before MTM Investment Management?
Before MTM Investment Management, James Burchfield was registered through Raymond James Financial Services, May 1999 to January 2009.
Where is James Burchfield based?
James Burchfield’s registered office is in Spartanburg, SC.
Is James Burchfield registered with FINRA?
No. James Burchfield has no current broker registration.
How can I verify James Burchfield’s record?
Search CRD 1227670 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Burchfield’s full registration record.