James Elwood Pearman
Investment adviser representative at Partners In Financial Planning, LLC
17 yearsExperience
2 statesRegistered in
CFP® certification, PFSDesignations
$913.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Partners In Financial Planning, LLCNov 2009 to now
Designations
- CFP® certification
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Partners In Financial Planning, LLC
$913.6MAssets managed
396Clients
7Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2134909
- Firm CRD
- 151980