James River Wealth Advisors
We work with a wide-range of clients to create unique, goals-based financial plans. For every one of our individual clients, we envision and maintain a long-term plan to journey with them through the wealth accumulation and distribution phase of their life. IMPORTANT DISCLOSURE: Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.
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Verified contacts
6
available on Kipplo
LinkedIn employees
6
1 to 10 range
Open roles
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Distinct roles
6
indexed titles
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- MC
Mark C. Packett
Director of Advanced Markets · Advertising & Marketing
EmailPhone - KG
Kelly Gannon
Senior Financial Planner · Finance & Accounting
EmailPhone - AU
Alok Upadhyaya
Financial Advisors · Finance & Accounting
EmailPhone - JA
John Atkins
Project Manager 401(K) Division · Other
EmailPhone - LS
Luke Swygard
Owner · General Business & Management
EmailPhone
Showing 5 of 6 verified contacts
Top roles at James River Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 1director of advanced markets
- 1financial advisors
- 1intern at eli's vilalge
- 1owner
- 1project manager 401(k) division
- 1senior financial planner
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