Investment adviser representative · Sc&H Wealth
James F. Francis
CRD 7668306 · Hunt Valley, MD
At a glance
James F. Francis is an investment adviser representative with Sc&H Wealth in Hunt Valley, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on James’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Sc&H WealthSince March 2023Hunt Valley, MD · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
James’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.