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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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Connect with our team of professionals. https://connect.thrivent.com/piedmont-financial-associates See thrivent.com/social for additional disclosures.
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Free financial coaching that’s actually free. https://bit.ly/4AHV2xB For disclosure information, see thrivent.com/social.
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A new job. A move. A divorce. A loss. A change of heart about retirement. Our flexible approach helps you respond to change instead of being overwhelmed by it. https://connect.thrivent.com/piedmont-financial-associates 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 Big Give Back image
The Big Give BackOct 11, 2026, 5:00 AM UTC
Virtual | English
Vote Sunday, October 11 - Saturday, October 17Help us give back … BIG!Thrivent Member Network will be blessing five non-profit organizations making an impact in our local communities with The Big Give Back! Vote for your favorite Thrivent Choice Organization or Cause and help the Thrivent Member Network award $25,000 in community grants.Together, we can make a huge impact in our community with just one click!The Big Give Back voting will be available from 12:00am Sunday, October 11, 2026 through Saturday, October 17, 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.
Market and Economic Update image
Market and Economic UpdateOct 13, 2026, 4:30 PM UTC
Virtual | English
Tuesday, October 13 at 12:30 p.m. ESTAre the current markets making you wonder how to best navigate your financial strategy?Join us for a livestream of Thrivent’s Market and Economic Update, presented by Thrivent leaders. Don’t miss the opportunity to hear Thrivent’s perspective and what the latest trends may mean for you.No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc. A registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent Financial for Lutherans. Registered representative of Thrivent Investment Management Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures. 5688040.3
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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