Jamestowne Investments, LLC

Jamestowne Investments, LLC is a Financial Planner in Williamsburg, VA, located at 263 McLaws Cir Suite 101. The firm provides financial planning, wealth management, and retirement planning services to individual investors, multi-generational families, trusts, small businesses, corporations, and private endowments. Clayton W. James serves as the founder and Managing Director, having been a registered financial advisor since 2003 and holding the Accredited Asset Management Specialist (AAMS) designation. Jamestowne Investments operates as a fiduciary, separating advice from asset custody and financial products to provide objective guidance. The firm holds a 5.00 rating based on customer reviews. Clayton W. James holds Series 7, 66, 31, and health, life, and annuity licenses. He graduated from Hampden-Sydney College. The firm partners with Prospera Financial, LLC and Wells Fargo First Clearing to offer a range of financial products and services. The office is open Monday through Friday from 8:00 AM to 5:00 PM, with weekend availability by appointment. Contact can be made by phone at 757-941-5150 or via email at [email protected]. The firm’s approach emphasizes educating individuals in an easy-to-understand manner to help them grasp personal finance concepts. Jamestowne Investments, LLC delivers personalized financial planning and investment management in Williamsburg, VA, grounded in its fiduciary standard and experience since 2003.

BizScoreAI awards Jamestowne Investments, LLC a Technical score of 85 out of 100, ensuring the website is secure and readable for search engines without errors. The firm achieves a Discoverability score of 75 out of 100, allowing AI crawlers to access the site so potential clients can find the business. In local search results, the firm ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Williamsburg.