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James E Tobias

Advisor Image
James E Tobias
Financial Advisor
.
FIC
Part of the Piedmont Financial Associates practice
About James Tobias
About James Tobias

I have over 27 years in the financial services industry, including as an investment analyst, private banking, investment banking, and financial advisor. I am married with 4 children, 2 grandkids, 2 dogs, and a cat. We live in Bealeton, VA and I have been with Thrivent for over 10 years.

Avid outdoorsman to include fishing, hunting, and very light hiking. I am a fan of the Washington Nationals, Redskins (Football Team/Commanders), and Capitals. My family and I are very active sponsors of The Sweet Julia Grace Foundation and have been for about 7 years.

I support the following local causes:
  • Habitat for Humanity
  • Wounded Warriors in Action
  • Serve our Willing Warriors
  • Carried to Full Term
  • The Sweet Julia Grace Foundation
  • Alex's Army


Education & Accomplishments
  • George Mason University, BS in Business Administration, 1999
  • FIC (2019)
  • Million Dollar Round Table


My qualifications
  • Bachelors of Business Administration/Management, George Mason University
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
  • Series 65 - Investment Adviser Representative
My state licenses
  • Alabama
  • Alaska
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Iowa
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Missouri
  • New York
  • North Carolina
  • North Dakota
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Washington DC
  • West Virginia
  • Wisconsin

Insights

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December has a way of showing up before we're ready. 🍂 Before the holiday rush takes over, take a closer look at your financial goals, retirement contributions, charitable giving, and potential tax-saving strategies. A little planning now could make a meaningful difference in how you finish the year. Let's talk about your year-end checklist before the calendar runs out. #YearEndPlanning #FinancialStrategy #PlanWithPurpose For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
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Moving with purpose. For disclosure information, see thrivent.com/social.
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Ready to make a difference? Preparation is key. For disclosure information, see thrivent.com/social.

Join us at an upcoming event

We’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Home for the Holidays with Jon Reddick image

Home for the Holidays with Jon Reddick

Dec 1, 2026, 6:00 AM UTC - Dec 26, 2026, 5:59 AM UTC
Virtual | English
Available OnDemand December 1 - 25, 2026Join the Thrivent Member Network for Home For The Holidays, a Virtual Christmas Concert featuring award-winning Christian artist Jon Reddick.Make this holiday season even more memorable with a special virtual Christmas concert featuring award-winning Christian music artist Jon Reddick. Enjoy uplifting songs, celebrate the spirit of Christmas, and share the experience with loved ones.No products will be sold. Jon Reddick is not affiliated with Thrivent, and the views expressed are his own. See thrivent.com/social for additional disclosures.
Carols for a Cause image

Carols for a Cause

Dec 6, 2026, 6:00 AM UTC - Dec 13, 2026, 5:59 AM UTC
Virtual | English
Vote Sunday, December 6 - Saturday, December 12Singing loud for all to hear – help us spread some holiday cheer!In the spirit of the holiday season, the Thrivent Member Network will be blessing five non-profit organizations making an impact in our local communities with Carols for a Cause! Vote for your favorite Carol or Cause and help the Thrivent Member Network award $15,000 in community grants. Together, we can make a huge impact in our community with just ONE click.Meet our participating Thrivent Choice Organizations:Community LodgingsCrisis Relief & Recovery for Central PADiakonPathway Forward Inc.Slyvia's SistersThe Carols for a Cause voting will be available from 12:00am Sunday, December 6, 2026 through Saturday, December 12, 2026 at 11:59pm. One vote per person per email address during the voting period. No products will be sold. For additional disclosures, see Thrivent.com/social.
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Office location
Warrenton Location
205 Keith Street Suite 2
Warrenton, VA 20186
Phone540-680-2690Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations