James Ventrelli has been an investment adviser representative at AMJ Financial Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners. James Ventrelli holds a Degree in Finance with a concentration in Financial Planning from Virginia Tech.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
James Ventrelli is Associate Wealth Advisor II of AMJ Financial Wealth Management. His focus is on creating strategies to help clients achieve their financial goals ahead of schedule, and he directly assists clients with a range of needs, including tax and estate planning. He began his career with AMJ in 2022 as a paraplanner supporting the Manager of Financial Planning.
- – present · 3 yearsLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
James Ventrelli is registered as an investment adviser representative in Virginia, since August 2023.
- VirginiaSince 28 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 August 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- James Morrison Ventrelli
- CRD
- 7513749
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- August 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- amjfinancial.com
Where does James Ventrelli work?
James Ventrelli is an investment adviser representative registered through Amj Financial Wealth Management LLC since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is James Ventrelli a financial advisor?
Yes. James Ventrelli has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since August 2023.
How many years of experience does James Ventrelli have?
James Ventrelli has 3 years in the financial industry, since August 2023, across 1 adviser firm.
What exams has James Ventrelli passed?
James Ventrelli passed the Series 65 in August 2023.
Where is James Ventrelli based?
James Ventrelli’s registered office is in Leesburg, VA.
Is James Ventrelli registered with FINRA?
No. James Ventrelli has no current broker registration.
How can I verify James Ventrelli’s record?
Search CRD 7513749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Ventrelli’s full registration record.