John Philip Coleman
Investment adviser representative at Piedmont Wealth Management
20 yearsExperience
1 stateRegistered in
$156.1MFirm assets
Under 1 yearFirm in business
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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
- Pension consulting
Experience
20 years in the industry.
- Piedmont Wealth ManagementFeb 2026 to now
- Burke & Herbert Wealth Services, LLCJan 2026 to now
- Commonwealth Business ServicesAug 2006 to now
- Piedmont Wealth ManagementAug 2016 to Jan 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (VA).
Piedmont Wealth Management
Legal name: Burke & Herbert Wealth Services, LLC
$156.1MAssets managed
237Clients
2Advisers
Under 1 yearIn 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
- 4829632
- Firm CRD
- 340285