James Frederick Francis
Investment adviser representative at Sc&h Wealth
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
17 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sc&h WealthMar 2023 to now
- Sc&h Financial Advisors, Inc.Sep 2022 to now
- UnemployedJun 2022 to Aug 2022
- Sc&h Financial Advisors, Inc.Jun 2021 to Aug 2021
- Rehoboth Beach PatrolMay 2020 to Aug 2020
- Zombie Coffee and DonutsAug 2019 to Sep 2019
- Lake Champion - A Young Life CampMay 2019 to Jun 2019
- University of South CarolinaAug 2018 to May 2022
- Rehoboth Beach PatrolMay 2018 to Aug 2018
- Rehoboth Beach PatrolMay 2017 to Sep 2017
- Calvert Hall College High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MD).
Sc&h Wealth
Legal name: Sc&h Financial Advisors, Inc.
$1.2BAssets managed
676Clients
19Advisers
17 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
- 7668306
- Firm CRD
- 120666