James Gift
Juno Financial Group · Richmond, Virginia
James Gift is a fee-only financial advisor at Juno Financial Group in Richmond, Virginia, who holds the CFP credential. Juno Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Juno Financial Group |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $541.9M across 705 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 5963620 |
| Exams passed | Series 66 (2011) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.junofinancialgroup.com |
How James's firm compares
- Juno Financial Group's average account is about $769,000, from its Form ADV (assets managed divided by 705 accounts).
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Questions about James
Is James Gift a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Juno Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Juno Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Gift based?
James Gift is based in Richmond, Virginia.
What credentials does James Gift hold?
James Gift holds the CFP credential.
Is James Gift registered with the SEC?
Yes. James Gift is registered as an investment adviser representative in VA (CRD 5963620), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Juno Financial Group manage?
Juno Financial Group reports $541.9M across 705 accounts in assets under management.
How do I contact James Gift?
Through James's website, www.junofinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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