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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
  • Colorado
  • Connecticut
  • Florida
  • Georgia
  • Idaho
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • New York
  • North Carolina
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Washington DC
  • West Virginia

Insights

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Have you used your Action Teams yet? Get involved in the community and make an impact ❤️ https://www.thrivent.com/about-us/membership/thrivent-action-teams For disclosure information, see thrivent.com/social.
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Because a good financial plan isn’t just about what you have. It’s about what you want your life to look like. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
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When you work with Piedmont Financial Associates, you will have an entire team of professionals focusing on what is important to you. For disclosure information, see thrivent.com/social.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
The Washington Update image
The Washington UpdateOct 27, 2026, 5:00 PM UTC
Virtual | English
Tuesday, October 27 at 1:00 p.m.Tuesday, October 27 at 7:30 p.m.How does what's happening in Washington affect your bottom line?During The Washington Update, get non-partisan analysis from expert Jeff Bush. His insights give perspective to the changing landscape in the nation's capital and its impact on taxes, investments, and retirement planning. This non-partisan analysis of current events in Washington offers insights that could influence investing and retirement planning decisions.No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. For additional disclosures see thrivent.com/social. 6002725.1
Kickoff for Kindness: Navy Football Family Day image
Kickoff for Kindness: Navy Football Family DayNov 7, 2026, 6:00 AM UTC
Navy-Marine Corps Memorial Stadium 550 Taylor Avenue Annapolis, MD 21401
Saturday, November 7, 2026 | Game Time TBAJoin us for an unforgettable football experience as the Navy Midshipmen take on Temple at historic Navy–Marine Corps Memorial Stadium! Before the game, gather with fellow Thrivent Members in the NavyFest area, a family‑friendly tailgating space where fans of all ages can enjoy the excitement of game day together. It’s the perfect opportunity to connect with other families, celebrate Navy traditions, and soak in the pride and pageantry that make Navy football such a memorable experience for kids and adults alike. Whether you’re a longtime Navy football fan or attending your first game, this event offers a fun and memorable way to experience one of the most respected traditions in college football - all while building community with the Mid-Atlantic Thrivent Member Network.Registration opens September 30 and will close on November 3 or when capacity is reached - early registration is encouraged for families planning to attend.No products will be sold. See thrivent.com/social for additional disclosures.
View all events→
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