John Coleman has been an investment adviser representative at Burke & Herbert Wealth Services since February 2026, and is not listed among the firm’s executive officers or direct owners.
Burke & Herbert Wealth Services, LLC is an Alexandria, VA firm with $156M under management, 237 clients and 2 advisers across 3 offices, as of its April 2026 filing.
John Coleman’s longest registration was 9 years at Piedmont Wealth Management (2016–2026). Before joining Burke & Herbert Wealth Services in 2026, John Coleman was registered through Piedmont Wealth Management.
- Piedmont Wealth ManagementCurrent– present · under a yearFredericksburg, VA · Adviser representative · Firm CRD 340285
- Piedmont Wealth Management– · 9 yearsFredericksburg, VA · Adviser representative · Firm CRD 155899
Investment adviser representative registrations
John Coleman is registered as an investment adviser representative in Virginia, since February 2026.
- VirginiaSince 26 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 September 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 August 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Philip Coleman
- CRD
- 4829632
- Firm
- Burke & Herbert Wealth Services · CRD 340285
- Office
- 608 WESTWOOD OFFICE PARK, Fredericksburg, VA 22401
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does John Coleman work?
John Coleman is an investment adviser representative registered through Burke & Herbert Wealth Services, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Coleman a financial advisor?
Yes. John Coleman has a current investment-adviser registration in Virginia, through Burke & Herbert Wealth Services since February 2026.
How many years of experience does John Coleman have?
John Coleman has 10 years in the financial industry, since September 2016, across 2 adviser firms.
What exams has John Coleman passed?
John Coleman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in August 2004.
Where did John Coleman work before Burke & Herbert Wealth Services?
Before Burke & Herbert Wealth Services, John Coleman was registered through Piedmont Wealth Management, September 2016 to February 2026.
Where is John Coleman based?
John Coleman’s registered office is in Fredericksburg, VA.
Is John Coleman registered with FINRA?
No. John Coleman has no current broker registration.
How can I verify John Coleman’s record?
Search CRD 4829632 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Coleman’s full registration record.