James Cody Tafel
Investment adviser representative at Thompson Siegel & Walmsley LLC
20 yearsExperience
1 stateRegistered in
$21.1BFirm assets
56 yearsFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Thompson, Siegel & Walmsley LLCJan 2020 to now
- Thompson, Siegel & Walmsley LLCMay 2006 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
Thompson Siegel & Walmsley LLC
$21.1BAssets managed
302Clients
19Advisers
56 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
- 7220271
- Firm CRD
- 105726