James E Roberts
Investment adviser representative at Intentional
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$175.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Intentional, LLCMar 2022 to now
- Community Wealth, a dba of Cic Wealth, LLCMar 2019 to now
- Commonwealth Financial NetworkJun 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (SC).
Intentional
Legal name: Intentional, LLC
$175.8MAssets managed
400Clients
3Advisers
4 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
- 5401304
- Firm CRD
- 318570